Aspen Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History
Aspen Wealth Strategies, LLC
- $180 Billion
- Q3 2025
A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 68,881 shares of SMLF stock, worth $5 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
68,881
Previous 66,871
3.01%
Holding current value
$5 Million
Previous $4.54 Billion
12.71%
% of portfolio
2.85%
Previous 2.74%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.3MCall 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