Cyndeo Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 20,537 shares of SMLF stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,537
Previous 17,041 20.52%
Holding current value
$1.25 Million
Previous $1.15 Million 10.96%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$60.91 - $71.4 $212,941 - $249,614
3,496 Added 20.52%
20,537 $1.28 Million
Q4 2024

Jan 21, 2025
BUY
$65.31 - $74.15 $12,212 - $13,866
187 Added 1.11%
17,041 $1.15 Million
Q3 2024

Oct 18, 2024
BUY
$60.1 - $66.57 $56,974 - $63,108
948 Added 5.96%
16,854 $1.12 Million
Q2 2024

Jul 30, 2024
BUY
$58.71 - $63.6 $536,726 - $581,431
9,142 Added 135.16%
15,906 $973,000
Q1 2024

Apr 16, 2024
BUY
$56.47 - $63.58 $381,963 - $430,055
6,764 New
6,764 $430,000

Others Institutions Holding SMLF

# of Institutions
195
Shares Held
18.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
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