Adamsbrown Wealth Consultants LLC Ishares Msci Usa Small Cap Min Transaction History
Adamsbrown Wealth Consultants LLC
- $288 Million
- Q3 2024
A detailed history of Adamsbrown Wealth Consultants LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 10,080 shares of SMMV stock, worth $428,400. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,080
Previous 12,294
18.01%
Holding current value
$428,400
Previous $458,000
10.26%
% of portfolio
0.14%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding SMMV
# of Institutions
132Shares Held
6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$43.9 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO760KShares$32.3 Million0.07% of portfolio
-
Envestnet Asset Management Inc602KShares$25.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$17.4 Million0.02% of portfolio
-
Wealth Management Resources, Inc.335KShares$14.3 Million5.47% of portfolio