Vigilare Wealth Management Ishares Msci Usa Small Cap Mul Transaction History
Vigilare Wealth Management
- $202 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$240 Million16.35% of portfolio
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Wells Fargo & Company San Francisco, CA1.25MShares$75.5 Million0.02% of portfolio
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Acropolis Investment Management, LLC708KShares$42.8 Million3.0% of portfolio
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Ullmann Wealth Partners Group, LLC510KShares$30.8 Million4.82% of portfolio
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Black Rock Inc. New York, NY504KShares$30.4 Million0.0% of portfolio