Live Oak Investment Partners Ishares Msci Usa Small Cap Mul Transaction History
Live Oak Investment Partners
- $152 Million
- Q4 2025
A detailed history of Live Oak Investment Partners transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Live Oak Investment Partners holds 54,136 shares of SMLF stock, worth $3.93 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
54,136Holding current value
$3.93 Million% of portfolio
2.59%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
260Shares Held
27.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
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Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
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Valmark Advisers, Inc.1.21MShares$88 Million1.12% of portfolio
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Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio