Atria Wealth Solutions, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,357 shares of SMLF stock, worth $317,241. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,357
Previous 5,024
6.63%
Holding current value
$317,241
Previous $333,000
8.41%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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