Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 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 11,872 shares of SMLF stock, worth $791,031. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,872
Previous 11,872
-0.0%
Holding current value
$791,031
Previous $787,000
1.78%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$238 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$108 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$53.4 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$50.2 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$37.9 Million4.96% of portfolio