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 $727,408. This represents 0.8% of its overall portfolio holdings.

Number of Shares
11,172
Previous 9,187 21.61%
Holding current value
$727,408
Previous $620 Million 11.98%
% of portfolio
0.8%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$60.91 - $71.4 $120,906 - $141,729
1,985 Added 21.61%
11,172 $694 Million
Q4 2024

Jan 28, 2025
BUY
$65.31 - $74.15 $600,002 - $681,216
9,187 New
9,187 $620 Million

Others Institutions Holding SMLF

# of Institutions
205
Shares Held
20.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
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