Bogart Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 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 $66,696. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,001
Previous 1,001
-0.0%
Holding current value
$66,696
Previous $66,000
1.52%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$238 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$108 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$53.4 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$50.2 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$37.9 Million4.96% of portfolio