U.S. Capital Wealth Advisors, LLC Ishares Msci Usa Small Cap Mul Put Options Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

165

Shares Held

16.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$261 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$105 Million
0.02% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$56.6 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.8 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$40.2 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.