Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Msci Usa Small Cap Mul Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.42 Billion
- Q3 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 136 shares of SMLF stock, worth $9,612. This represents 0.0% of its overall portfolio holdings.
Number of Shares
136
Previous 191
28.8%
Holding current value
$9,612
Previous $11,000
18.18%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$261 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$55.6 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$39.6 Million4.81% of portfolio