Glassman Wealth Services Ishares Msci Usa Small Cap Mul Transaction History
Glassman Wealth Services
- $585 Million
- Q3 2024
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 $34,163. This represents 0.01% of its overall portfolio holdings.
Number of Shares
485
Previous 485
-0.0%
Holding current value
$34,163
Previous $29,000
10.34%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
168Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$260 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$56.4 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.7 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40 Million4.96% of portfolio