Landmark Wealth Management, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Landmark Wealth Management, Inc.
- $205 Billion
- Q4 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 139,344 shares of SMLF stock, worth $9.75 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
139,344
Previous 147,480
5.52%
Holding current value
$9.75 Million
Previous $9.79 Billion
3.88%
% of portfolio
4.58%
Previous 4.88%
Shares
3 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