Gem Asset Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Gem Asset Management, LLC
- $149 Billion
- Q1 2024
A detailed history of Gem Asset Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Gem Asset Management, LLC holds 63,129 shares of SMLF stock, worth $3.84 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
63,129
Previous 62,501
1.0%
Holding current value
$3.84 Million
Previous $3.68 Billion
1.26%
% of portfolio
2.5%
Previous 2.55%
Shares
6 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio