Montag A & Associates Inc Ishares Msci Usa Small Cap Mul Transaction History
Montag A & Associates Inc
- $1.97 Billion
- Q1 2025
A detailed history of Montag A & Associates Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Montag A & Associates Inc holds 29,500 shares of SMLF stock, worth $1.8 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
29,500
Previous 29,500
-0.0%
Holding current value
$1.8 Million
Previous $1.99 Million
7.94%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
195Shares Held
18.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$218 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$99.2 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$51.1 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$46 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$34.3 Million4.66% of portfolio