Optimum Investment Advisors Ishares Msci Usa Small Cap Mul Transaction History
Optimum Investment Advisors
- $222 Million
- Q4 2024
A detailed history of Optimum Investment Advisors transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Optimum Investment Advisors holds 250 shares of SMLF stock, worth $16,215. This represents 0.01% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$16,215
Previous $16,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$232 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$105 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$51.9 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$48.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$36.8 Million4.96% of portfolio