Ullmann Wealth Partners Group, LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History

Ullmann Wealth Partners Group, LLC

$772 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

157

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.78M
Shares

$249 Million
14.65% of portfolio
Wells Fargo & Company San Francisco, CA

1.36M
Shares

$90.2 Million
0.02% of portfolio
Acropolis Investment Management, LLC

773K
Shares

$51.1 Million
3.12% of portfolio
Black Rock Inc. New York, NY

499K
Shares

$33 Million
0.0% of portfolio
Financial Management Professionals, Inc.

473K
Shares

$31.3 Million
3.9% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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