Ae Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 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 221 shares of SMLF stock, worth $14,541. This represents 0.0% of its overall portfolio holdings.

Number of Shares

221

Holding current value

$14,541

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$60.91 - $71.4 $13,461 - $15,779	221 New	221 $13,000

Others Institutions Holding SMLF

# of Institutions

205

Shares Held

20.1M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.61M
Shares

$237 Million
13.21% of portfolio
Wells Fargo & Company San Francisco, CA

1.88M
Shares

$124 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.15M
Shares

$75.5 Million
0.02% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$55.1 Million
3.14% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$41.5 Million
0.02% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

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Ae Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History