Vista Private Wealth Partners. LLC Ishares Msci Usa Small Cap Mul Transaction History

Vista Private Wealth Partners. LLC

  • $276 Million
  • Q1 2025

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 125,466 shares of SMLF stock, worth $8.26 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
125,466
Previous 113,961 10.1%
Holding current value
$8.26 Million
Previous $7.69 Million 1.38%
% of portfolio
2.83%
Previous 3.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$60.91 - $71.4 $700,769 - $821,457
11,505 Added 10.1%
125,466 $7.8 Million
Q4 2024

Feb 03, 2025
SELL
$65.31 - $74.15 $497,923 - $565,319
-7,624 Reduced 6.27%
113,961 $7.69 Million
Q3 2024

Dec 03, 2024
BUY
$60.1 - $66.57 $7.31 Million - $8.09 Million
121,585 New
121,585 $8.07 Million

Others Institutions Holding SMLF

# of Institutions
205
Shares Held
20.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
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