Valmark Advisers, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 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 357,206 shares of SMLF stock, worth $24.9 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
357,206
Previous 361,852
1.28%
Holding current value
$24.9 Million
Previous $22.1 Million
7.01%
% of portfolio
0.37%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
161Shares Held
16.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$257 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$103 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$54.8 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.1 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.9 Million4.81% of portfolio