Premier Path Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Premier Path Wealth Partners, LLC
- $718 Billion
- Q2 2025
A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 37,134 shares of SMLF stock, worth $2.73 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
37,134
Previous 36,424
1.95%
Holding current value
$2.73 Million
Previous $2.26 Billion
11.45%
% of portfolio
0.35%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding SMLF
# of Institutions
234Shares Held
23.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$275 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$152 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$115 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$78 Million1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$70.8 Million0.02% of portfolio