Life Goal Wealth Advisors Ishares Msci Usa Small Cap Mul Transaction History
Life Goal Wealth Advisors
- $92.6 Billion
- Q1 2025
A detailed history of Life Goal Wealth Advisors transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Life Goal Wealth Advisors holds 31,448 shares of SMLF stock, worth $1.83 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
31,448
Previous 38,886
19.13%
Holding current value
$1.83 Million
Previous $2.62 Billion
25.53%
% of portfolio
2.11%
Previous 2.85%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
190Shares Held
18.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$208 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$94.5 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$48.7 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$43.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$32.6 Million4.66% of portfolio