Bkm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bkm Wealth Management, LLC
- $271 Billion
- Q3 2025
A detailed history of Bkm Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 23,506 shares of SMLF stock, worth $1.71 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
23,506
Previous 24,695
4.81%
Holding current value
$1.71 Million
Previous $1.68 Billion
4.15%
% of portfolio
0.64%
Previous 0.66%
Shares
8 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.3MCall 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