Wcg Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
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 113,635 shares of SMLF stock, worth $7.18 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
113,635
Previous 108,691
4.55%
Holding current value
$7.18 Million
Previous $7.21 Million
6.35%
% of portfolio
0.54%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$226 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$103 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$50.6 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$47.6 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$35.9 Million4.96% of portfolio