Westover Capital Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Westover Capital Advisors, LLC
- $445 Million
- Q4 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 20,694 shares of SMLF stock, worth $1.3 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,694
Previous 41,476
50.11%
Holding current value
$1.3 Million
Previous $2.75 Million
49.25%
% of portfolio
0.31%
Previous 0.54%
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$224 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$102 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$50.2 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$47.2 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$35.6 Million4.96% of portfolio