Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History
Wealth Enhancement Advisory Services, LLC
- $37 Billion
- Q1 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 10,602 shares of SMLF stock, worth $645,661. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,602
Previous 10,968
3.34%
Holding current value
$645,661
Previous $645,000
4.5%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
146Shares Held
13.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.97MShares$242 Million16.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$76.2 Million0.02% of portfolio
-
Acropolis Investment Management, LLC708KShares$43.1 Million3.0% of portfolio
-
Ullmann Wealth Partners Group, LLC510KShares$31 Million4.82% of portfolio
-
Black Rock Inc. New York, NY504KShares$30.7 Million0.0% of portfolio