Captrust Financial Advisors Ishares Msci Usa Small Cap Mul Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
A detailed history of Captrust Financial Advisors transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Captrust Financial Advisors holds 5,035 shares of SMLF stock, worth $335,482. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,035
Previous 6,056
16.86%
Holding current value
$335,482
Previous $401,000
15.46%
% of portfolio
0.0%
Previous 0.0%
Shares
11 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