Private Ocean, LLC Ishares Msci Usa Small Cap Mul Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Private Ocean, LLC holds 119 shares of SMLF stock, worth $7,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
119
Previous 119
-0.0%
Holding current value
$7,928
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$238 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$108 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$53.4 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$50.2 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$37.9 Million4.96% of portfolio