New Edge Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, New Edge Advisors, LLC holds 13,887 shares of SMLF stock, worth $982,644. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,887
Previous 15,838
12.32%
Holding current value
$982,644
Previous $1.05 Million
10.76%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SMLF
# of Institutions
185Shares Held
17.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$253 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$115 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$56.7 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$53.3 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40.2 Million4.96% of portfolio