Wealth Management Resources, Inc. Ishares Msci Usa Small Cap Min Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 2024
A detailed history of Wealth Management Resources, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 335,456 shares of SMMV stock, worth $14.4 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
335,456
Previous 329,927
1.68%
Holding current value
$14.4 Million
Previous $12.3 Million
11.25%
% of portfolio
5.47%
Previous 5.29%
Shares
12 transactions
Others Institutions Holding SMMV
# of Institutions
132Shares Held
6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$44.3 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO760KShares$32.6 Million0.07% of portfolio
-
Envestnet Asset Management Inc602KShares$25.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$17.6 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL199KShares$8.56 Million0.01% of portfolio