Concord Wealth Partners Ishares Msci Usa Small Cap Mul Transaction History
Concord Wealth Partners
- $548 Million
- Q1 2024
A detailed history of Concord Wealth Partners transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Concord Wealth Partners holds 195 shares of SMLF stock, worth $11,826. This represents 0.0% of its overall portfolio holdings.
Number of Shares
195
Previous 195
-0.0%
Holding current value
$11,826
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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