Flagship Private Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
Flagship Private Wealth, LLC
- $194 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 $1.71 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
24,114
Previous 15,555
55.02%
Holding current value
$1.71 Million
Previous $967,000
69.39%
% of portfolio
0.84%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding SMLF
# of Institutions
216Shares Held
20.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$255 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$133 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$81.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$61.6 Million3.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$44.7 Million0.02% of portfolio