Wingate Wealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
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 11,172 shares of SMLF stock, worth $661,605. This represents 0.8% of its overall portfolio holdings.
Number of Shares
11,172
Previous 9,187
21.61%
Holding current value
$661,605
Previous $620 Million
11.98%
% of portfolio
0.8%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
192Shares Held
18.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$212 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$96.3 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$49.6 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$44.6 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$33.3 Million4.66% of portfolio