Ae Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,115 shares of SMLF stock, worth $298,831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,115
Previous 237
1636.29%
Holding current value
$298,831
Previous $16,000
1806.25%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.1MCall 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