River Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
River Wealth Advisors LLC
- $821 Million
- Q3 2025
A detailed history of River Wealth Advisors LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, River Wealth Advisors LLC holds 343,369 shares of SMLF stock, worth $24.9 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
343,369
Previous 328,683
4.47%
Holding current value
$24.9 Million
Previous $22.3 Million
14.31%
% of portfolio
3.11%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
252Shares Held
27.2MCall 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