Financial Consulate, Inc Ishares Msci Usa Small Cap Mul Call Options Transaction History

Financial Consulate, Inc

$678 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

234

Shares Held

23.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.74M
Shares

$275 Million
13.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.08M
Shares

$152 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.57M
Shares

$115 Million
0.03% of portfolio
Valmark Advisers, Inc.

1.06M
Shares

$78 Million
1.04% of portfolio
Lpl Financial LLC Fort Mill, SC

964K
Shares

$70.8 Million
0.02% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Consulate, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Consulate, Inc with notifications on news.