Atria Wealth Solutions, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 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 5,024 shares of SMLF stock, worth $343,591. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,024
Previous 4,277
17.47%
Holding current value
$343,591
Previous $261,000
27.59%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$252 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$101 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$53.8 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.4 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.3 Million4.81% of portfolio