Gyl Financial Synergies, LLC Ishares Msci Usa Small Cap Mul Transaction History
Gyl Financial Synergies, LLC
- $1.31 Billion
- Q3 2024
A detailed history of Gyl Financial Synergies, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 256,660 shares of SMLF stock, worth $18.7 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
256,660
Previous 251,389
2.1%
Holding current value
$18.7 Million
Previous $15.4 Million
10.67%
% of portfolio
1.3%
Previous 1.21%
Shares
11 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$269 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$108 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$57.5 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$45.3 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$40.8 Million4.81% of portfolio