Westover Capital Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Westover Capital Advisors, LLC
- $513 Million
- Q3 2024
A detailed history of Westover Capital Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 41,476 shares of SMLF stock, worth $2.84 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
41,476
Previous 20,766
99.73%
Holding current value
$2.84 Million
Previous $1.27 Million
116.44%
% of portfolio
0.54%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$252 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$101 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$53.8 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.4 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.3 Million4.81% of portfolio