Foundations Investment Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 249,612 shares of SMLF stock, worth $17.3 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
249,612
Previous 256,326
2.62%
Holding current value
$17.3 Million
Previous $15.9 Million
6.45%
% of portfolio
0.29%
Previous 0.31%
Shares
16 transactions
Others Institutions Holding SMLF
# of Institutions
220Shares Held
20.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$259 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$130 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$79.4 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.3 Million3.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$43.7 Million0.02% of portfolio