Atlas Legacy Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Atlas Legacy Advisors, LLC
- $394 Billion
- Q1 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 9,779 shares of SMLF stock, worth $636,710. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,779
Previous 10,431
6.25%
Holding current value
$636,710
Previous $704 Million
10.18%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$235 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$122 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$74.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$54.5 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$41.1 Million0.02% of portfolio