Dynamic Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 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 37,648 shares of SMLF stock, worth $2.75 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
37,648
Previous 37,950
0.8%
Holding current value
$2.75 Million
Previous $2.32 Million
7.53%
% of portfolio
2.04%
Previous 2.0%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$269 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$108 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$57.5 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$45.3 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$40.8 Million4.81% of portfolio