Mascagni Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Mascagni Wealth Management, Inc.
- $101 Billion
- Q1 2025
A detailed history of Mascagni Wealth Management, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 13,619 shares of SMLF stock, worth $792,489. This represents 0.84% of its overall portfolio holdings.
Number of Shares
13,619
Previous 8,047
69.24%
Holding current value
$792,489
Previous $500,000
169208.4%
% of portfolio
0.84%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
189Shares Held
18.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$208 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$94.6 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$48.7 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$43.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$32.7 Million4.66% of portfolio