Life Goal Wealth Advisors Ishares Msci Usa Small Cap Mul Transaction History
Life Goal Wealth Advisors
- $120 Billion
- Q3 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 8,418 shares of SMLF stock, worth $611,315. This represents 0.52% of its overall portfolio holdings.
Number of Shares
8,418
Previous 31,930
73.64%
Holding current value
$611,315
Previous $2.17 Billion
71.15%
% of portfolio
0.52%
Previous 2.06%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio