Synergy Asset Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
A detailed history of Synergy Asset Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Synergy Asset Management, LLC holds 3,456 shares of SMLF stock, worth $239,915. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,456Holding current value
$239,915% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
219Shares Held
20.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$260 Million13.81% of portfolio
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Wells Fargo & Company San Francisco, CA1.88MShares$131 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$79.6 Million0.02% of portfolio
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Acropolis Investment Management, LLC871KShares$60.5 Million3.3% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$43.8 Million0.02% of portfolio