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

Cornerstone Planning Group LLC

$378 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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
Sector ETFs
Industry ETFs

More about SMLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.