Ball & CO Wealth Management Inc. Ishares Msci Usa Small Cap Mul Transaction History
Ball & CO Wealth Management Inc.
- $93.9 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
230Shares Held
22.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$278 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$154 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$116 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$71.6 Million0.02% of portfolio
-
Acropolis Investment Management, LLC915KShares$68 Million3.32% of portfolio