Bogart Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bogart Wealth, LLC
- $1.98 Billion
- Q2 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,001 shares of SMLF stock, worth $66,116. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,001
Previous 1,001
-0.0%
Holding current value
$66,116
Previous $63,000
3.17%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
151Shares Held
14.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$249 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$90.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$51.1 Million3.05% of portfolio
-
Ullmann Wealth Partners Group, LLC536KShares$35.4 Million4.68% of portfolio
-
Black Rock Inc. New York, NY499KShares$33 Million0.0% of portfolio