Fma Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Fma Wealth Management, LLC
- $134 Billion
- Q4 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 75,303 shares of SMLF stock, worth $5.09 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
75,303
Previous 75,428
0.17%
Holding current value
$5.09 Million
Previous $5 Billion
1.56%
% of portfolio
3.78%
Previous 3.63%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
186Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$242 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$110 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$54.1 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$50.9 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$38.4 Million4.96% of portfolio