S.A. Mason LLC Ishares Msci Usa Small Cap Mul Transaction History
S.A. Mason LLC
- $186 Million
- Q4 2024
A detailed history of S.A. Mason LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, S.A. Mason LLC holds 1,465 shares of SMLF stock, worth $95,019. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,465
Previous 1,465
-0.0%
Holding current value
$95,019
Previous $97,000
1.03%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$232 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$105 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$51.9 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$48.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$36.8 Million4.96% of portfolio