Cornerstone Planning Group LLC Ishares Msci Usa Small Cap Mul Transaction History
Cornerstone Planning Group LLC
- $418 Billion
- Q1 2025
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 399,823 shares of SMLF stock, worth $24.4 Million. This represents 5.66% of its overall portfolio holdings.
Number of Shares
399,823
Previous 371,476
7.63%
Holding current value
$24.4 Million
Previous $26.1 Billion
9.24%
% of portfolio
5.66%
Previous 6.41%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
193Shares Held
18.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$218 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$99.2 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$51.1 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$46 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$34.3 Million4.66% of portfolio