Reston Wealth Management LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History

Reston Wealth Management LLC

$275 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

163

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$252 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$101 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$53.8 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$42.4 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$38.3 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Reston Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reston Wealth Management LLC with notifications on news.