Channel Wealth LLC Ishares Msci Usa Small Cap Mul Transaction History

Channel Wealth LLC

$307 Billion
Q4 2024

A detailed history of Channel Wealth LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Channel Wealth LLC holds 4,872 shares of SMLF stock, worth $329,444. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,872

Holding current value

$329,444

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$65.31 - $74.15 $318,190 - $361,258	4,872 New	4,872 $329 Million

Others Institutions Holding SMLF

# of Institutions

186

Shares Held

18M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$242 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$110 Million
0.03% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$54.1 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$50.9 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$38.4 Million
4.96% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

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