Lwm Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q1 2025
A detailed history of Lwm Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 17,883 shares of SMLF stock, worth $1.23 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
17,883
Previous 18,934
5.55%
Holding current value
$1.23 Million
Previous $1.28 Million
13.07%
% of portfolio
0.8%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
214Shares Held
20.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$247 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$129 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$78.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$59.7 Million3.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$43.3 Million0.02% of portfolio