Valmark Advisers, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Valmark Advisers, Inc. holds 334,293 shares of SMLF stock, worth $22.6 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
334,293
Previous 357,206
6.41%
Holding current value
$22.6 Million
Previous $23.7 Million
4.79%
% of portfolio
0.35%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
186Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$242 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$110 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$54.1 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$50.9 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$38.4 Million4.96% of portfolio