Kingsview Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,880 shares of SMLF stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,880
Previous 13,175
5.35%
Holding current value
$1.01 Million
Previous $895,000
15.2%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.1MCall 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