Landmark Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Landmark Wealth Management, Inc.
- $201 Billion
- Q3 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 147,480 shares of SMLF stock, worth $9.74 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
147,480
Previous 137,393
7.34%
Holding current value
$9.74 Million
Previous $8.41 Billion
16.36%
% of portfolio
4.88%
Previous 4.63%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
157Shares Held
14.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$249 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$90.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$51.1 Million3.12% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$37 Million4.81% of portfolio
-
Black Rock Inc. New York, NY499KShares$33 Million0.0% of portfolio