Premier Path Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Premier Path Wealth Partners, LLC
- $531 Billion
- Q1 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 31,946 shares of SMLF stock, worth $1.95 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
31,946
Previous 25,643
24.58%
Holding current value
$1.95 Million
Previous $1.53 Billion
32.89%
% of portfolio
0.38%
Previous 0.34%
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