Journey Advisory Group, LLC Ishares Msci Usa Small Cap Mul Transaction History
Journey Advisory Group, LLC
- $1.2 Billion
- Q1 2025
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 106,291 shares of SMLF stock, worth $6.92 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
106,291
Previous 89,351
18.96%
Holding current value
$6.92 Million
Previous $6.03 Million
9.55%
% of portfolio
0.55%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$235 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$122 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$74.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$54.5 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$41.1 Million0.02% of portfolio