Ptm Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Ptm Wealth Management, LLC
- $151 Billion
- Q2 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 163,062 shares of SMLF stock, worth $11.5 Million. This represents 7.53% of its overall portfolio holdings.
Number of Shares
163,062Holding current value
$11.5 Million% of portfolio
7.53%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
214Shares Held
20.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$255 Million13.21% of portfolio
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Wells Fargo & Company San Francisco, CA1.88MShares$133 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.15MShares$81.2 Million0.02% of portfolio
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Acropolis Investment Management, LLC871KShares$61.6 Million3.3% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$44.7 Million0.02% of portfolio