Jgp Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Jgp Wealth Management, LLC
- $886 Million
- Q3 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 2,941 shares of SMLF stock, worth $216,104. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,941Holding current value
$216,104% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
234Shares Held
23.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$275 Million13.81% of portfolio
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Wells Fargo & Company San Francisco, CA2.08MShares$152 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.57MShares$115 Million0.03% of portfolio
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Valmark Advisers, Inc.1.06MShares$78 Million1.04% of portfolio
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Lpl Financial LLC Fort Mill, SC964KShares$70.8 Million0.02% of portfolio