Ergawealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Ergawealth Advisors, Inc.
- $202 Billion
- Q1 2025
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 7,002 shares of SMLF stock, worth $414,658. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,002
Previous 7,105
1.45%
Holding current value
$414,658
Previous $480 Million
9.24%
% of portfolio
0.22%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding SMLF
# of Institutions
193Shares Held
18.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$212 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$96.3 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$49.6 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$44.6 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$33.3 Million4.66% of portfolio