Bkm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bkm Wealth Management, LLC
- $256 Billion
- Q2 2025
A detailed history of Bkm Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 24,695 shares of SMLF stock, worth $1.71 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
24,695
Previous 28,371
12.96%
Holding current value
$1.71 Million
Previous $1.76 Billion
4.85%
% of portfolio
0.66%
Previous 0.73%
Shares
7 transactions
Others Institutions Holding SMLF
# of Institutions
219Shares Held
20.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$260 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$131 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$79.6 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.5 Million3.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$43.8 Million0.02% of portfolio