Premier Path Wealth Partners, LLC Ishares Msci Usa Small Cap Mul Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 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 35,663 shares of SMLF stock, worth $2.54 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
35,663
Previous 35,108
1.58%
Holding current value
$2.54 Million
Previous $2.33 Billion
3.34%
% of portfolio
0.37%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
165Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$262 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$106 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$57 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$44.1 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40.4 Million4.96% of portfolio