Steward Partners Investment Advisory, LLC Ishares Msci Usa Small Cap Mul Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 61,249 shares of SMLF stock, worth $3.73 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
61,249
Previous 54,262
12.88%
Holding current value
$3.73 Million
Previous $3.19 Million
22.03%
% of portfolio
0.04%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio