Landmark Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Landmark Wealth Management, Inc.
- $182 Billion
- Q2 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 137,393 shares of SMLF stock, worth $8.98 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
137,393Holding current value
$8.98 Million% of portfolio
4.63%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
152Shares Held
14.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$247 Million14.65% of portfolio
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Wells Fargo & Company San Francisco, CA1.36MShares$89.2 Million0.02% of portfolio
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Acropolis Investment Management, LLC773KShares$50.5 Million3.05% of portfolio
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Ullmann Wealth Partners Group, LLC536KShares$35 Million4.68% of portfolio
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Black Rock Inc. New York, NY499KShares$32.6 Million0.0% of portfolio