Private Ocean, LLC Ishares Msci Usa Small Cap Mul Transaction History
Private Ocean, LLC
- $889 Million
- Q1 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 $7,217. This represents 0.0% of its overall portfolio holdings.
Number of Shares
119
Previous 119
-0.0%
Holding current value
$7,217
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
145Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$241 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$75.9 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$30.9 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.6 Million0.0% of portfolio