Edge Financial Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Edge Financial Advisors LLC
- $158 Billion
- Q1 2025
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 4,338 shares of SMLF stock, worth $264,748. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,338
Previous 4,326
0.28%
Holding current value
$264,748
Previous $292 Million
7.67%
% of portfolio
0.17%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
195Shares Held
18.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$218 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$99.2 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$51.1 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$46 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$34.3 Million4.66% of portfolio