Org Wealth Partners, LLC Ishares Msci Usa Small Cap Min Transaction History
Org Wealth Partners, LLC
- $233 Million
- Q2 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Org Wealth Partners, LLC holds 528 shares of SMMV stock, worth $22,255. This represents 0.01% of its overall portfolio holdings.
Number of Shares
528
Previous 528
-0.0%
Holding current value
$22,255
Previous $21,000
4.76%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SMMV
# of Institutions
138Shares Held
5.86MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.26MShares$53.1 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO543KShares$22.9 Million0.05% of portfolio
-
Envestnet Asset Management Inc482KShares$20.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$17.2 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL285KShares$12 Million0.0% of portfolio