Dynamic Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 37,950 shares of SMLF stock, worth $2.51 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
37,950
Previous 38,638
1.78%
Holding current value
$2.51 Million
Previous $2.46 Million
5.45%
% of portfolio
2.0%
Previous 2.1%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
157Shares Held
14.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$249 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$90.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$51.1 Million3.12% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$37 Million4.81% of portfolio
-
Black Rock Inc. New York, NY499KShares$33 Million0.0% of portfolio