Schmidt P J Investment Management Inc Ishares Msci Usa Small Cap Mul Transaction History
Schmidt P J Investment Management Inc
- $563 Million
- Q4 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 19,748 shares of SMLF stock, worth $1.4 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,748
Previous 17,930
10.14%
Holding current value
$1.4 Million
Previous $1.19 Million
12.03%
% of portfolio
0.24%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
166Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$261 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$56.6 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40.2 Million4.96% of portfolio