Life Goal Wealth Advisors Ishares Msci Usa Small Cap Mul Transaction History
Life Goal Wealth Advisors
- $105 Billion
- Q2 2025
A detailed history of Life Goal Wealth Advisors transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Life Goal Wealth Advisors holds 31,930 shares of SMLF stock, worth $2.21 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
31,930
Previous 31,448
1.53%
Holding current value
$2.21 Million
Previous $1.95 Billion
10.99%
% of portfolio
2.06%
Previous 2.11%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
220Shares Held
20.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$259 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$130 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$79.4 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.3 Million3.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$43.7 Million0.02% of portfolio