Journey Advisory Group, LLC Ishares Msci Usa Small Cap Mul Transaction History
Journey Advisory Group, LLC
- $1.25 Billion
- Q2 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 85,110 shares of SMLF stock, worth $5.91 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
85,110
Previous 106,291
19.93%
Holding current value
$5.91 Million
Previous $6.61 Million
12.47%
% of portfolio
0.46%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
219Shares Held
20.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$260 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$131 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$79.6 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.5 Million3.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$43.8 Million0.02% of portfolio