Premier Path Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Premier Path Wealth Partners, LLC
- $777 Billion
- Q3 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 39,461 shares of SMLF stock, worth $2.87 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
39,461
Previous 37,134
6.27%
Holding current value
$2.87 Million
Previous $2.52 Billion
16.28%
% of portfolio
0.38%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding SMLF
# of Institutions
250Shares Held
27.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio