Fma Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Fma Wealth Management, LLC
- $121 Billion
- Q1 2024
A detailed history of Fma Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Fma Wealth Management, LLC holds 31,513 shares of SMLF stock, worth $1.92 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
31,513
Previous 27,181
15.94%
Holding current value
$1.92 Million
Previous $1.6 Billion
25.35%
% of portfolio
1.66%
Previous 1.46%
Shares
2 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