Reston Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Reston Wealth Management LLC
- $285 Million
- Q2 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 260,590 shares of SMLF stock, worth $18 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
260,590
Previous 253,513
2.79%
Holding current value
$18 Million
Previous $15.8 Million
12.37%
% of portfolio
6.22%
Previous 6.39%
Shares
6 transactions
Others Institutions Holding SMLF
# of Institutions
220Shares Held
20.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$259 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$130 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$79.4 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.3 Million3.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$43.7 Million0.02% of portfolio