Jfs Wealth Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,852 shares of SMLF stock, worth $130,454. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,852Holding current value
$130,454% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
168Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$260 Million14.57% of portfolio
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Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
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Acropolis Investment Management, LLC801KShares$56.4 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN620KShares$43.7 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC568KShares$40 Million4.96% of portfolio