Valmark Advisers, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Valmark Advisers, Inc.
- $7.08 Billion
- Q2 2025
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 371,206 shares of SMLF stock, worth $26 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
371,206
Previous 365,590
1.54%
Holding current value
$26 Million
Previous $22.7 Million
10.99%
% of portfolio
0.36%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
214Shares Held
20.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.74MShares$262 Million13.81% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$132 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$80.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC871KShares$60.9 Million3.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$44.1 Million0.02% of portfolio