Ergawealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Ergawealth Advisors, Inc.
- $182 Billion
- Q1 2024
A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 7,733 shares of SMLF stock, worth $470,939. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,733
Previous 9,038
14.44%
Holding current value
$470,939
Previous $532 Million
7.52%
% of portfolio
0.27%
Previous 0.33%
Shares
6 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