Dynamic Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 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 38,638 shares of SMLF stock, worth $2.35 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
38,638
Previous 39,210
1.46%
Holding current value
$2.35 Million
Previous $2.31 Billion
99.89%
% of portfolio
2.1%
Previous 2.12%
Shares
2 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