Veridan Wealth LLC Ishares Msci Usa Small Cap Mul Transaction History
Veridan Wealth LLC
- $221 Billion
- Q1 2025
A detailed history of Veridan Wealth LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Veridan Wealth LLC holds 3,726 shares of SMLF stock, worth $227,397. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,726
Previous 4,488
16.98%
Holding current value
$227,397
Previous $312 Million
25.74%
% of portfolio
0.1%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
197Shares Held
18.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$218 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$99.2 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$51.1 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$46 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$34.3 Million4.66% of portfolio