Aspire Wealth Management Corp Ishares Msci Usa Small Cap Mul Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 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 2,027 shares of SMLF stock, worth $120,038. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,027
Previous 1,889
7.31%
Holding current value
$120,038
Previous $115,000
16.52%
% of portfolio
0.08%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding SMLF
# of Institutions
193Shares Held
18.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$212 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$96.3 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$49.6 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$44.6 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$33.3 Million4.66% of portfolio