Talisman Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Talisman Wealth Advisors LLC
- $97.5 Million
- Q1 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 10,883 shares of SMLF stock, worth $709,462. This represents 0.69% of its overall portfolio holdings.
Number of Shares
10,883Holding current value
$709,462% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$235 Million13.21% of portfolio
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Wells Fargo & Company San Francisco, CA1.88MShares$123 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.15MShares$74.8 Million0.02% of portfolio
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Acropolis Investment Management, LLC837KShares$54.6 Million3.14% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$41.1 Million0.02% of portfolio