Channel Wealth LLC Ishares Msci Usa Small Cap Mul Transaction History
Channel Wealth LLC
- $354 Billion
- Q2 2025
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 4,404 shares of SMLF stock, worth $304,800. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,404
Previous 5,800
24.07%
Holding current value
$304,800
Previous $361 Million
17.0%
% of portfolio
0.08%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
223Shares Held
21MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$259 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$130 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$79.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$66.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.3 Million3.3% of portfolio