Premier Path Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 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 35,108 shares of SMLF stock, worth $2.41 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
35,108
Previous 33,528
4.71%
Holding current value
$2.41 Million
Previous $2.05 Billion
13.5%
% of portfolio
0.37%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$253 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$102 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$54 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.5 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.4 Million4.81% of portfolio