Clearwater Capital Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Clearwater Capital Advisors, LLC
- $892 Million
- Q1 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 456,466 shares of SMLF stock, worth $27.8 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
456,466
Previous 460,400
0.85%
Holding current value
$27.8 Million
Previous $27.1 Million
7.17%
% of portfolio
3.25%
Previous 3.05%
Shares
22 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 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