Garrett Wealth Advisory Group, LLC Ishares Msci Usa Small Cap Mul Transaction History

Garrett Wealth Advisory Group, LLC

$439 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 28, 2020	SELL	$38.6 - $43.0 $36,747 - $40,936	-952 Closed	0 $0
Q3 2019 Oct 18, 2019	BUY	$38.3 - $41.35 $36,461 - $39,365	952 New	952 $37,000

Others Institutions Holding SMLF

# of Institutions

187

Shares Held

18M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$221 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$101 Million
0.03% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$49.6 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$46.6 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$35.2 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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