Guardian Wealth Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History

Guardian Wealth Advisors, LLC

$162 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$44.1 - $53.86 $11,377 - $13,895	258 New	258 $12,000

Others Institutions Holding SMLF

# of Institutions

165

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$258 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$104 Million
0.02% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$55.9 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.3 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$39.7 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

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