Bkm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bkm Wealth Management, LLC
- $233 Billion
- Q1 2024
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 26,102 shares of SMLF stock, worth $1.59 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
26,102
Previous 27,275
4.3%
Holding current value
$1.59 Million
Previous $1.6 Billion
3.44%
% of portfolio
0.71%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio