Searcy Financial Services Inc Ishares Msci Usa Small Cap Mul Transaction History
Searcy Financial Services Inc
- $215 Million
- Q4 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 352,524 shares of SMLF stock, worth $24 Million. This represents 11.08% of its overall portfolio holdings.
Number of Shares
352,524
Previous 353,585
0.3%
Holding current value
$24 Million
Previous $23.5 Million
1.43%
% of portfolio
11.08%
Previous 11.12%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
165Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$251 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$101 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$54.6 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.3 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$38.7 Million4.96% of portfolio