Marks Group Wealth Management, Inc Ishares Msci Usa Small Cap Mul Transaction History
Marks Group Wealth Management, Inc
- $967 Million
- Q4 2024
A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 8,734 shares of SMLF stock, worth $622,035. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,734
Previous 8,734
-0.0%
Holding current value
$622,035
Previous $579,000
1.73%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
167Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$263 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$106 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$57 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$44.2 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40.5 Million4.96% of portfolio