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

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 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 $866,537. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,872
Previous 11,563 2.67%
Holding current value
$866,537
Previous $707,000 11.32%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
161
Shares Held
16.3M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email