Channel Wealth LLC Ishares Msci Usa Small Cap Mul Transaction History
Channel Wealth LLC
- $322 Billion
- Q1 2025
A detailed history of Channel Wealth LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Channel Wealth LLC holds 5,800 shares of SMLF stock, worth $353,974. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,800
Previous 4,872
19.05%
Holding current value
$353,974
Previous $329 Million
9.63%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
194Shares Held
18.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$218 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$99.2 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$51.1 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$46 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$34.3 Million4.66% of portfolio