Avidian Wealth Solutions, LLC Ishares Msci Usa Small Cap Mul Transaction History

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 6,583 shares of SMLF stock, worth $478,057. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,583
Previous 6,443 2.17%
Holding current value
$478,057
Previous $437,000 11.9%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$68.27 - $75.58 $9,557 - $10,581
140 Added 2.17%
6,583 $489,000
Q2 2025

Jul 30, 2025
SELL
$54.28 - $67.95 $814 - $1,019
-15 Reduced 0.23%
6,443 $437,000
Q1 2025

Apr 25, 2025
BUY
$60.91 - $71.4 $111,465 - $130,662
1,830 Added 39.54%
6,458 $401,000
Q4 2024

Jan 29, 2025
SELL
$65.31 - $74.15 $23,642 - $26,842
-362 Reduced 7.25%
4,628 $312,000
Q3 2024

Oct 30, 2024
BUY
$60.1 - $66.57 $299,899 - $332,184
4,990 New
4,990 $331,000

Others Institutions Holding SMLF

# of Institutions
251
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
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