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 $3.98 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
65,200Holding current value
$3.98 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
195Shares Held
18.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$218 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.63MShares$99.2 Million0.03% of portfolio
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Acropolis Investment Management, LLC837KShares$51.1 Million3.14% of portfolio
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Ameriprise Financial Inc Minneapolis, MN753KShares$46 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC562KShares$34.3 Million4.66% of portfolio