Fox Financial, Inc Ishares Msci Usa Small Cap Mul Transaction History
Fox Financial, Inc
- $111 Billion
- Q4 2024
A detailed history of Fox Financial, Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Fox Financial, Inc holds 278,959 shares of SMLF stock, worth $18.9 Million. This represents 17.01% of its overall portfolio holdings.
Number of Shares
278,959
Previous 210,720
32.38%
Holding current value
$18.9 Million
Previous $14 Billion
34.68%
% of portfolio
17.01%
Previous 12.19%
Shares
3 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