Journey Advisory Group, LLC Ishares Msci Usa Small Cap Mul Transaction History
Journey Advisory Group, LLC
- $863 Million
- Q3 2024
A detailed history of Journey Advisory Group, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Journey Advisory Group, LLC holds 89,351 shares of SMLF stock, worth $6.52 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
89,351
Previous 89,351
-0.0%
Holding current value
$6.52 Million
Previous $5.47 Million
8.39%
% of portfolio
0.69%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$269 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$108 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$57.5 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$45.3 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$40.8 Million4.81% of portfolio