Ascent Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Ascent Wealth Partners, LLC
- $735 Million
- Q1 2025
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 $693,747. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,655
Previous 10,655
-0.0%
Holding current value
$693,747
Previous $719,000
7.93%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$235 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$122 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$74.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$54.5 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$41.1 Million0.02% of portfolio