Harbor Asset Planning, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 34,575 shares of SMLF stock, worth $2.51 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
34,575
Previous 33,484
3.26%
Holding current value
$2.51 Million
Previous $2.28 Billion
12.98%
% of portfolio
2.3%
Previous 2.17%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
252Shares Held
27.2MCall 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