Reston Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Reston Wealth Management LLC
- $250 Million
- Q2 2024
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 239,223 shares of SMLF stock, worth $15.9 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
239,223
Previous 228,701
4.6%
Holding current value
$15.9 Million
Previous $14.5 Million
0.7%
% of portfolio
5.86%
Previous 5.91%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
152Shares Held
14.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$250 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$90.5 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$51.3 Million3.05% of portfolio
-
Ullmann Wealth Partners Group, LLC536KShares$35.5 Million4.68% of portfolio
-
Black Rock Inc. New York, NY499KShares$33.1 Million0.0% of portfolio