Glassman Wealth Services Ishares Msci Usa Small Cap Mul Transaction History
Glassman Wealth Services
- $650 Million
- Q2 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 $35,637. This represents 0.0% of its overall portfolio holdings.
Number of Shares
485
Previous 485
-0.0%
Holding current value
$35,637
Previous $30,000
6.67%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
234Shares Held
23.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$275 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$152 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$115 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$78 Million1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$70.8 Million0.02% of portfolio