Kingsview Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
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 15,251 shares of SMLF stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,251
Previous 15,537
1.84%
Holding current value
$1.08 Million
Previous $1.03 Million
0.1%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding SMLF
# of Institutions
186Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$252 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$115 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$56.5 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$53.1 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40.1 Million4.96% of portfolio