Bkm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bkm Wealth Management, LLC
- $246 Billion
- Q3 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 26,621 shares of SMLF stock, worth $1.89 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
26,621
Previous 25,847
2.99%
Holding current value
$1.89 Million
Previous $1.58 Billion
11.64%
% of portfolio
0.72%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
158Shares Held
15.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$268 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$96.9 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$54.9 Million3.12% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$39.7 Million4.81% of portfolio
-
Black Rock Inc. New York, NY499KShares$35.5 Million0.0% of portfolio