Ae Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ae Wealth Management LLC holds 237 shares of SMLF stock, worth $17,414. This represents 0.0% of its overall portfolio holdings.
Number of Shares
237
Previous 221
7.24%
Holding current value
$17,414
Previous $13,000
23.08%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
234Shares Held
23.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$275 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$152 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$115 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$78 Million1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$70.8 Million0.02% of portfolio