Searcy Financial Services Inc Ishares Msci Usa Small Cap Mul Transaction History
Searcy Financial Services Inc
- $211 Million
- Q3 2024
A detailed history of Searcy Financial Services Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Searcy Financial Services Inc holds 353,585 shares of SMLF stock, worth $24.6 Million. This represents 11.12% of its overall portfolio holdings.
Number of Shares
353,585
Previous 347,708
1.69%
Holding current value
$24.6 Million
Previous $21.3 Million
10.23%
% of portfolio
11.12%
Previous 10.62%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$257 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$103 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$54.8 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.1 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.9 Million4.81% of portfolio