Kdk Private Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Kdk Private Wealth Management, LLC
- $96.3 Billion
- Q4 2024
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 $219,533. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,503Holding current value
$219,533% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$224 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.63MShares$102 Million0.03% of portfolio
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Acropolis Investment Management, LLC801KShares$50.2 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN753KShares$47.2 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC568KShares$35.6 Million4.96% of portfolio