D.A. Davidson & Co. Ishares Msci Usa Small Cap Mul Transaction History
D.A. Davidson & Co.
- $11 Billion
- Q1 2024
A detailed history of D.A. Davidson & Co. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, D.A. Davidson & Co. holds 43,262 shares of SMLF stock, worth $2.63 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
43,262
Previous 43,229
0.08%
Holding current value
$2.63 Million
Previous $2.54 Million
8.18%
% of portfolio
0.03%
Previous 0.03%
Shares
8 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
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio