Kingsview Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Kingsview Wealth Management, LLC
- $5.28 Billion
- Q2 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 13,175 shares of SMLF stock, worth $968,099. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,175
Previous 14,733
10.57%
Holding current value
$968,099
Previous $915,000
2.19%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SMLF
# of Institutions
234Shares Held
23.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$275 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$152 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$115 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$78 Million1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$70.8 Million0.02% of portfolio