Ergawealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Ergawealth Advisors, Inc.
- $202 Billion
- Q4 2024
A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 7,105 shares of SMLF stock, worth $497,278. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,105
Previous 7,735
8.14%
Holding current value
$497,278
Previous $513 Million
6.56%
% of portfolio
0.24%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding SMLF
# of Institutions
175Shares Held
17.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$258 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$104 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$56 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.4 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$39.8 Million4.96% of portfolio