Sanford Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 222,935 shares of SMLF stock, worth $15.1 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
222,935
Previous 183,861
21.25%
Holding current value
$15.1 Million
Previous $8.23 Million
34.51%
% of portfolio
2.64%
Previous 2.35%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$245 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$128 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$77.8 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$56.8 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$42.8 Million0.02% of portfolio