Kdk Private Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Kdk Private Wealth Management, LLC
- $98.7 Billion
- Q3 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 3,503 shares of SMLF stock, worth $254,387. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,503
Previous 3,503
-0.0%
Holding current value
$254,387
Previous $238 Million
9.42%
% of portfolio
0.26%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
252Shares Held
27.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio