Reston Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Reston Wealth Management LLC
- $309 Million
- Q3 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 259,716 shares of SMLF stock, worth $18.9 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
259,716
Previous 260,590
0.34%
Holding current value
$18.9 Million
Previous $17.7 Million
9.05%
% of portfolio
6.25%
Previous 6.22%
Shares
7 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio