Bkm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bkm Wealth Management, LLC
- $244 Billion
- Q4 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 29,723 shares of SMLF stock, worth $1.76 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
29,723
Previous 26,621
11.65%
Holding current value
$1.76 Million
Previous $1.77 Billion
13.59%
% of portfolio
0.82%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
193Shares Held
18.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$212 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$96.3 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$49.6 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$44.6 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$33.3 Million4.66% of portfolio