O'Shaughnessy Asset Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
O'Shaughnessy Asset Management, LLC
- $8.9 Billion
- Q1 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1,883 shares of SMLF stock, worth $114,674. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,883
Previous 1,402
34.31%
Holding current value
$114,674
Previous $82,000
45.12%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio