Veridan Wealth LLC Ishares Msci Usa Small Cap Mul Transaction History

Veridan Wealth LLC

$213 Billion
Q4 2024

A detailed history of Veridan Wealth LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Veridan Wealth LLC holds 4,488 shares of SMLF stock, worth $317,929. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,488

Holding current value

$317,929

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$65.31 - $74.15 $293,111 - $332,785	4,488 New	4,488 $312 Million

Others Institutions Holding SMLF

# of Institutions

168

Shares Held

16.9M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$261 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$105 Million
0.02% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$56.7 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.9 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$40.2 Million
4.96% of portfolio

View Full List

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

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