Capital Advisors, Ltd. LLC Ishares Msci Usa Small Cap Mul Transaction History
Capital Advisors, Ltd. LLC
- $793 Million
- Q4 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 8,924 shares of SMLF stock, worth $570,065. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,924
Previous 9,043
1.32%
Holding current value
$570,065
Previous $600,000
0.33%
% of portfolio
0.08%
Previous 0.07%
Shares
21 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$228 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$104 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$51.2 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$48.1 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$36.3 Million4.96% of portfolio