Executive Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Executive Wealth Management, LLC holds 6,405 shares of SMLF stock, worth $449,887. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,405
Previous 6,405
-0.0%
Holding current value
$449,887
Previous $424,000
-0.0%
% of portfolio
0.04%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$259 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$104 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$56.2 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.5 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$39.9 Million4.96% of portfolio