Ascent Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History

Ascent Wealth Partners, LLC

  • $712 Million
  • Q3 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 10,655 shares of SMLF stock, worth $753,201. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,655
Previous 10,655 -0.0%
Holding current value
$753,201
Previous $652,000 8.28%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023
BUY
$45.98 - $53.17 $489,916 - $566,526
10,655 New
10,655 $529,000
Q2 2022

Aug 10, 2022
SELL
$46.1 - $55.08 $491,195 - $586,877
-10,655 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$53.7 - $59.93 $572,173 - $638,554
10,655 New
10,655 $610,000

Others Institutions Holding SMLF

# of Institutions
166
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Ascent Wealth Partners, LLC Portfolio

Follow Ascent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ascent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email