Glassman Wealth Services Ishares Msci Usa Small Cap Mul Transaction History
Glassman Wealth Services
- $708 Million
- Q3 2025
A detailed history of Glassman Wealth Services transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Glassman Wealth Services holds 485 shares of SMLF stock, worth $35,220. This represents 0.01% of its overall portfolio holdings.
Number of Shares
485
Previous 485
-0.0%
Holding current value
$35,220
Previous $32,000
12.5%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio