Flagship Private Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
Flagship Private Wealth, LLC
- $247 Million
- Q3 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 44,457 shares of SMLF stock, worth $3.23 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
44,457
Previous 24,114
84.36%
Holding current value
$3.23 Million
Previous $1.64 Million
101.77%
% of portfolio
1.34%
Previous 0.7%
Shares
10 transactions
Others Institutions Holding SMLF
# of Institutions
252Shares Held
27.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio