Atlas Legacy Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Atlas Legacy Advisors, LLC
- $413 Billion
- Q4 2024
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 10,431 shares of SMLF stock, worth $649,016. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,431Holding current value
$649,016% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
188Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$222 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.63MShares$101 Million0.03% of portfolio
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Acropolis Investment Management, LLC801KShares$49.8 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN753KShares$46.8 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC568KShares$35.3 Million4.96% of portfolio