Cornerstone Planning Group LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History

Cornerstone Planning Group LLC

$378 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

158

Shares Held

15.2M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.78M
Shares

$255 Million
14.65% of portfolio
Wells Fargo & Company San Francisco, CA

1.36M
Shares

$92.3 Million
0.02% of portfolio
Acropolis Investment Management, LLC

773K
Shares

$52.3 Million
3.12% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$37.8 Million
4.81% of portfolio
Black Rock Inc. New York, NY

499K
Shares

$33.8 Million
0.0% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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