Colonial Trust Advisors Ishares Msci Usa Small Cap Mul Transaction History
Colonial Trust Advisors
- $1 Billion
- Q1 2024
A detailed history of Colonial Trust Advisors transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Colonial Trust Advisors holds 3,383 shares of SMLF stock, worth $205,178. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,383
Previous 3,383
-0.0%
Holding current value
$205,178
Previous $198,000
8.59%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding SMLF
# of Institutions
145Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$241 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$75.9 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$30.9 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.6 Million0.0% of portfolio