Ptm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History

Ptm Wealth Management, LLC

  • $168 Billion
  • Q3 2025

A detailed history of Ptm Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 171,808 shares of SMLF stock, worth $12.6 Million. This represents 7.7% of its overall portfolio holdings.

Number of Shares
171,808
Previous 163,062 5.36%
Holding current value
$12.6 Million
Previous $11.4 Billion 13.29%
% of portfolio
7.7%
Previous 7.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$68.27 - $75.58 $597,089 - $661,022
8,746 Added 5.36%
171,808 $12.9 Billion
Q2 2025

Jul 08, 2025
BUY
$54.28 - $67.95 $8.85 Million - $11.1 Million
163,062 New
163,062 $11.4 Billion

Others Institutions Holding SMLF

# of Institutions
237
Shares Held
23.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
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