Ascent Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Ascent Wealth Partners, LLC
- $674 Million
- Q1 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 $648,889. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,655
Previous 10,655
-0.0%
Holding current value
$648,889
Previous $626,000
8.15%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio