Landmark Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Landmark Wealth Management, Inc.
- $201 Billion
- Q3 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 147,480 shares of SMLF stock, worth $10.8 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
147,480
Previous 137,393
7.34%
Holding current value
$10.8 Million
Previous $8.41 Billion
16.36%
% of portfolio
4.88%
Previous 4.63%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$269 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$108 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$57.5 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$45.3 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$40.8 Million4.81% of portfolio