Bogart Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
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 $65,865. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,001
Previous 1,001
-0.0%
Holding current value
$65,865
Previous $67,000
7.46%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$237 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$124 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$75.5 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$55.1 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$41.5 Million0.02% of portfolio