Talisman Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Talisman Wealth Advisors LLC
- $110 Million
- Q2 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 13,570 shares of SMLF stock, worth $1.01 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
13,570
Previous 10,883
24.69%
Holding current value
$1.01 Million
Previous $676,000
36.39%
% of portfolio
0.84%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
231Shares Held
22.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$278 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$154 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.57MShares$116 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC964KShares$71.6 Million0.02% of portfolio
-
Acropolis Investment Management, LLC915KShares$68 Million3.32% of portfolio