Fortitude Advisory Group L.L.C. Ishares Msci Usa Small Cap Mul Transaction History

Fortitude Advisory Group L.L.C.

$157 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$46.1 - $55.08 $144,385 - $172,510	-3,132 Closed	0 $0
Q4 2021 May 20, 2022	BUY	$53.7 - $59.93 $168,188 - $187,700	3,132 New	3,132 $179,000

Others Institutions Holding SMLF

# of Institutions

163

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$259 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$104 Million
0.02% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$56.2 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.5 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$39.9 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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