Montag A & Associates Inc Ishares Msci Usa Small Cap Mul Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
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 $1.84 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
29,500Holding current value
$1.84 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
190Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$222 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.63MShares$101 Million0.03% of portfolio
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Acropolis Investment Management, LLC801KShares$49.8 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN753KShares$46.8 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC562KShares$34.9 Million4.66% of portfolio