Tru Independence LLC Ishares Msci Usa Small Cap Mul Transaction History
Tru Independence LLC
- $334 Million
- Q3 2024
Shares
7 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$252 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$101 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$53.8 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.4 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.3 Million4.81% of portfolio