J.W. Cole Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
J.W. Cole Advisors, Inc.
- $1.95 Billion
- Q1 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 12,627 shares of SMLF stock, worth $768,984. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,627
Previous 10,868
16.19%
Holding current value
$768,984
Previous $639,000
25.51%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio