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 $23.9 Million. This represents 6.39% of its overall portfolio holdings.
Number of Shares
362,226Holding current value
$23.9 Million% of portfolio
6.39%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
157Shares Held
14.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$249 Million14.65% of portfolio
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Wells Fargo & Company San Francisco, CA1.36MShares$90.2 Million0.02% of portfolio
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Acropolis Investment Management, LLC773KShares$51.1 Million3.12% of portfolio
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Ullmann Wealth Partners Group, LLC560KShares$37 Million4.81% of portfolio
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Black Rock Inc. New York, NY499KShares$33 Million0.0% of portfolio