Atlantic Private Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
Atlantic Private Wealth, LLC
- $144 Million
- Q3 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 250 shares of SMLF stock, worth $18,155. This represents 0.01% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$18,155
Previous $16,000
12.5%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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