Reston Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Reston Wealth Management LLC
- $247 Million
- Q1 2025
A detailed history of Reston Wealth Management LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Reston Wealth Management LLC holds 253,513 shares of SMLF stock, worth $15.5 Million. This represents 6.39% of its overall portfolio holdings.
Number of Shares
253,513
Previous 249,528
1.6%
Holding current value
$15.5 Million
Previous $16.8 Million
6.44%
% of portfolio
6.39%
Previous 6.28%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
195Shares Held
18.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$218 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$99.2 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$51.1 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$46 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$34.3 Million4.66% of portfolio