Wingate Wealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 9,187 shares of SMLF stock, worth $571,615. This represents 0.61% of its overall portfolio holdings.
Number of Shares
9,187Holding current value
$571,615% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
188Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$222 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.63MShares$101 Million0.03% of portfolio
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Acropolis Investment Management, LLC801KShares$49.8 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN753KShares$46.8 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC568KShares$35.3 Million4.96% of portfolio