Landmark Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Landmark Wealth Management, Inc.
- $256 Billion
- Q3 2025
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 12,103 shares of SMLF stock, worth $878,919. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,103
Previous 12,118
0.12%
Holding current value
$878,919
Previous $823 Million
9.28%
% of portfolio
0.35%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding SMLF
# of Institutions
252Shares Held
27.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio