Wingate Wealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Call Options Transaction History

Wingate Wealth Advisors, Inc.

$86.9 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

192

Shares Held

18.5M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$212 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$96.3 Million
0.03% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$49.6 Million
3.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$44.6 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

562K
Shares

$33.3 Million
4.66% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.