New Edge Wealth, LLC Ishares Msci Usa Small Cap Mul Put Options Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

193

Shares Held

18.5M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$217 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$98.6 Million
0.03% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$50.8 Million
3.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$45.7 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

562K
Shares

$34.1 Million
4.66% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
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