Wcg Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Wcg Wealth Advisors LLC
- $1.21 Billion
- Q1 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 120,532 shares of SMLF stock, worth $7.85 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
120,532
Previous 120,532
-0.0%
Holding current value
$7.85 Million
Previous $7.49 Million
-0.0%
% of portfolio
0.62%
Previous 0.57%
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$235 Million13.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.88MShares$122 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.15MShares$74.7 Million0.02% of portfolio
-
Acropolis Investment Management, LLC837KShares$54.5 Million3.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC631KShares$41.1 Million0.02% of portfolio