Modern Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Modern Wealth Management, LLC holds 54,449 shares of SMLF stock, worth $3.55 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
54,449
Previous 54,449
-0.0%
Holding current value
$3.55 Million
Previous $3.38 Billion
99.9%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$235 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$122 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$74.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$54.5 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$41.1 Million0.02% of portfolio