Mgb Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Mgb Wealth Management, LLC
- $304 Billion
- Q2 2025
A detailed history of Mgb Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 216 shares of SMLF stock, worth $15,871. This represents 0.0% of its overall portfolio holdings.
Number of Shares
216
Previous 216
-0.0%
Holding current value
$15,871
Previous $13.4 Million
9.31%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
234Shares Held
23.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$275 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$152 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$115 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$78 Million1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$70.8 Million0.02% of portfolio