Ascent Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Ascent Wealth Partners, LLC
- $848 Million
- Q3 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 $773,766. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,655
Previous 10,655
-0.0%
Holding current value
$773,766
Previous $724,000
9.39%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio