Atlas Legacy Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Atlas Legacy Advisors, LLC
- $454 Billion
- Q2 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 11,760 shares of SMLF stock, worth $864,124. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,760
Previous 9,779
20.26%
Holding current value
$864,124
Previous $632 Million
26.36%
% of portfolio
0.18%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
234Shares Held
23.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$275 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$152 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$115 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$78 Million1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$70.8 Million0.02% of portfolio