Flagship Private Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
Flagship Private Wealth, LLC
- $233 Million
- Q2 2025
A detailed history of Flagship Private Wealth, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 24,114 shares of SMLF stock, worth $1.79 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
24,114
Previous 24,114
-0.0%
Holding current value
$1.79 Million
Previous $1.64 Million
-0.0%
% of portfolio
0.7%
Previous 0.84%
Shares
9 transactions
Others Institutions Holding SMLF
# of Institutions
229Shares Held
22.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$278 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$154 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$116 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$71.6 Million0.02% of portfolio
-
Acropolis Investment Management, LLC915KShares$68 Million3.32% of portfolio