Bartlett & Co. Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,418 shares of SMLF stock, worth $86,540. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,418Holding current value
$86,540% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
195Shares Held
18.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$218 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.63MShares$99.2 Million0.03% of portfolio
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Acropolis Investment Management, LLC837KShares$51.1 Million3.14% of portfolio
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Ameriprise Financial Inc Minneapolis, MN753KShares$46 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC562KShares$34.3 Million4.66% of portfolio