Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 11,838 shares of SMLF stock, worth $747,688. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,838
Previous 11,872 0.29%
Holding current value
$747,688
Previous $801,000 0.25%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 17, 2025
SELL
$65.31 - $74.15 $2,220 - $2,521
-34 Reduced 0.29%
11,838 $799,000
Q3 2024

Oct 23, 2024
BUY
$60.1 - $66.57 $18,570 - $20,570
309 Added 2.67%
11,872 $787,000
Q2 2024

Jul 16, 2024
BUY
$58.71 - $63.6 $56,420 - $61,119
961 Added 9.06%
11,563 $707,000
Q1 2024

Apr 15, 2024
SELL
$56.47 - $63.58 $20,668 - $23,270
-366 Reduced 3.34%
10,602 $674,000
Q4 2023

Jan 30, 2024
BUY
$47.85 - $59.52 $241,451 - $300,337
5,046 Added 85.21%
10,968 $645,000
Q3 2023

Nov 13, 2023
BUY
$51.0 - $56.62 $302,022 - $335,303
5,922 New
5,922 $306,000

Others Institutions Holding SMLF

# of Institutions
187
Shares Held
18M
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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