Vigilare Wealth Management Ishares Msci Usa Small Cap Mul Transaction History
Vigilare Wealth Management
- $239 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
193Shares Held
18.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$217 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.63MShares$98.6 Million0.03% of portfolio
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Acropolis Investment Management, LLC837KShares$50.8 Million3.14% of portfolio
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Ameriprise Financial Inc Minneapolis, MN753KShares$45.7 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC562KShares$34.1 Million4.66% of portfolio