First Foundation Advisors Ishares Msci Usa Small Cap Mul Transaction History
First Foundation Advisors
- $2.44 Billion
- Q1 2024
A detailed history of First Foundation Advisors transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, First Foundation Advisors holds 6,021 shares of SMLF stock, worth $366,678. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,021
Previous 6,021
-0.0%
Holding current value
$366,678
Previous $354,000
7.91%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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