Edge Financial Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Edge Financial Advisors LLC holds 4,486 shares of SMLF stock, worth $316,891. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,486
Previous 5,072
11.55%
Holding current value
$316,891
Previous $322 Million
7.69%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$260 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$55.6 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$39.5 Million4.81% of portfolio