Wade Financial Advisory, Inc Ishares Msci Usa Small Cap Mul Put Options Transaction History

Wade Financial Advisory, Inc

$296 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

161

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$260 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$105 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$55.6 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.8 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$39.5 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

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