Lwm Advisory Services, LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History

Lwm Advisory Services, LLC

$131 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

162

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$271 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$109 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$57.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$45.6 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$41.1 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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