Baldrige Asset Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Baldrige Asset Management LLC holds 172 shares of SMLF stock, worth $12,015. This represents 0.0% of its overall portfolio holdings.
Number of Shares
172Holding current value
$12,015% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
165Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$258 Million14.57% of portfolio
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Wells Fargo & Company San Francisco, CA1.48MShares$104 Million0.02% of portfolio
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Acropolis Investment Management, LLC801KShares$55.9 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN620KShares$43.3 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC568KShares$39.7 Million4.96% of portfolio