Destiny Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Destiny Wealth Partners, LLC
- $547 Million
- Q1 2024
A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 6,262 shares of SMLF stock, worth $381,355. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,262
Previous 6,262
-0.0%
Holding current value
$381,355
Previous $368,000
8.15%
% of portfolio
0.07%
Previous 0.07%
Shares
7 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