Westover Capital Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Westover Capital Advisors, LLC
- $338 Million
- Q1 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 20,649 shares of SMLF stock, worth $1.26 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
20,649
Previous 20,184
2.3%
Holding current value
$1.26 Million
Previous $1.19 Million
10.53%
% of portfolio
0.39%
Previous 0.39%
Shares
2 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