Integrated Wealth Concepts LLC Ishares Msci Usa Small Cap Mul Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 195,733 shares of SMLF stock, worth $11.4 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
195,733
Previous 260,190
24.77%
Holding current value
$11.4 Million
Previous $17.3 Million
23.47%
% of portfolio
0.16%
Previous 0.22%
Shares
29 transactions
Others Institutions Holding SMLF
# of Institutions
191Shares Held
18.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$208 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$94.7 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$46.7 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$43.9 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$32.7 Million4.66% of portfolio