Reston Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Reston Wealth Management LLC
- $268 Million
- Q4 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 249,528 shares of SMLF stock, worth $17.7 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
249,528
Previous 247,245
0.92%
Holding current value
$17.7 Million
Previous $16.4 Million
2.68%
% of portfolio
6.28%
Previous 5.96%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
175Shares Held
17.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$261 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$56.7 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.9 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40.2 Million4.96% of portfolio