Capital Advisors, Ltd. LLC Ishares Msci Usa Small Cap Mul Transaction History
Capital Advisors, Ltd. LLC
- $767 Million
- Q1 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 8,099 shares of SMLF stock, worth $493,229. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,099
Previous 8,647
6.34%
Holding current value
$493,229
Previous $509,000
1.18%
% of portfolio
0.07%
Previous 0.07%
Shares
18 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio