Cornerstone Planning Group LLC Ishares Msci Usa Small Cap Mul Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 362,226 shares of SMLF stock, worth $25.6 Million. This represents 6.39% of its overall portfolio holdings.
Number of Shares
362,226Holding current value
$25.6 Million% of portfolio
6.39%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$260 Million14.57% of portfolio
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Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
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Acropolis Investment Management, LLC787KShares$55.6 Million3.15% of portfolio
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Ameriprise Financial Inc Minneapolis, MN620KShares$43.8 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC560KShares$39.5 Million4.81% of portfolio