Aspen Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History
Aspen Wealth Strategies, LLC
- $153 Billion
- Q1 2025
A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 65,200 shares of SMLF stock, worth $4.29 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
65,200Holding current value
$4.29 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$237 Million13.21% of portfolio
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Wells Fargo & Company San Francisco, CA1.88MShares$124 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.15MShares$75.5 Million0.02% of portfolio
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Acropolis Investment Management, LLC837KShares$55.1 Million3.14% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$41.5 Million0.02% of portfolio