Prestige Wealth Management Group LLC Ishares Msci Usa Small Cap Mul Transaction History
Prestige Wealth Management Group LLC
- $465 Million
- Q2 2025
Shares
7 transactions
Others Institutions Holding SMLF
# of Institutions
242Shares Held
25MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$277 Million13.81% of portfolio
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Wells Fargo & Company San Francisco, CA2.08MShares$153 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.57MShares$116 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$78.4 Million1.04% of portfolio
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Lpl Financial LLC Fort Mill, SC964KShares$71.2 Million0.02% of portfolio