Phillips Financial Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Phillips Financial Management, LLC holds 72,539 shares of SMLF stock, worth $5.05 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
72,539
Previous 79,909
9.22%
Holding current value
$5.05 Million
Previous $4.89 Million
1.62%
% of portfolio
0.38%
Previous 0.41%
Shares
24 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$257 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$103 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$54.8 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.1 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.9 Million4.81% of portfolio