Cyndeo Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
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 6,764 shares of SMLF stock, worth $411,927. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,764Holding current value
$411,927% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
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Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
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Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
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Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
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Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio