Aspire Wealth Management Corp Ishares Msci Usa Small Cap Mul Transaction History
Aspire Wealth Management Corp
- $158 Million
- Q1 2024
A detailed history of Aspire Wealth Management Corp transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Aspire Wealth Management Corp holds 1,794 shares of SMLF stock, worth $108,806. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,794
Previous 1,790
0.22%
Holding current value
$108,806
Previous $105,000
8.57%
% of portfolio
0.07%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SMLF
# of Institutions
145Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$241 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$75.9 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$30.9 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.6 Million0.0% of portfolio