Talisman Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Talisman Wealth Advisors LLC
- $120 Million
- Q3 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 15,227 shares of SMLF stock, worth $1.11 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
15,227
Previous 13,570
12.21%
Holding current value
$1.11 Million
Previous $922,000
22.78%
% of portfolio
0.94%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
253Shares Held
27.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio