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 $13,487. This represents 0.0% of its overall portfolio holdings.

Number of Shares

221

Holding current value

$13,487

% 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

198

Shares Held

18.3M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$218 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$99.2 Million
0.03% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$51.1 Million
3.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$46 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$38.5 Million
0.02% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

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