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

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 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 6,458 shares of SMLF stock, worth $420,480. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,458
Previous 4,628 39.54%
Holding current value
$420,480
Previous $312,000 28.53%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
205
Shares Held
20.1M
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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