Premier Path Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Premier Path Wealth Partners, LLC
- $643 Billion
- Q1 2025
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 36,424 shares of SMLF stock, worth $2.16 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
36,424
Previous 35,663
2.13%
Holding current value
$2.16 Million
Previous $2.41 Billion
5.95%
% of portfolio
0.35%
Previous 0.37%
Shares
6 transactions
Others Institutions Holding SMLF
# of Institutions
193Shares Held
18.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$212 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$96.3 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$49.6 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$44.6 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$33.3 Million4.66% of portfolio