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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$60.1 - $66.57 $606,228 - $671,491
10,087 Added 7.34%
147,480 $9.79 Billion
Q2 2024

Aug 13, 2024

BUY
$58.71 - $63.6 $8.07 Million - $8.74 Million
137,393 New
137,393 $8.41 Billion

Others Institutions Holding SMLF

About ISHARES MSCI USA SMALL-CAP MUL


  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Landmark Wealth Management, Inc. Portfolio

Follow Landmark Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, Inc. with notifications on news.