Ergawealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Ergawealth Advisors, Inc.
- $202 Billion
- Q3 2024
A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 7,735 shares of SMLF stock, worth $533,405. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,735
Previous 7,723
0.16%
Holding current value
$533,405
Previous $473 Million
8.56%
% of portfolio
0.25%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$254 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$102 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$54.3 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.6 Million4.81% of portfolio