Vista Cima Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Vista Cima Wealth Management LLC
- $94 Billion
- Q1 2025
A detailed history of Vista Cima Wealth Management LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 1,146 shares of SMLF stock, worth $75,406. This represents 3.8% of its overall portfolio holdings.
Number of Shares
1,146
Previous 54,576
97.9%
Holding current value
$75,406
Previous $3.68 Billion
3.07%
% of portfolio
3.8%
Previous 3.83%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
205Shares Held
20.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.61MShares$237 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$124 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$75.5 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$55.1 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$41.5 Million0.02% of portfolio