Aspen Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Transaction History
Aspen Wealth Strategies, LLC
- $183 Billion
- Q4 2025
A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 74,383 shares of SMLF stock, worth $5.4 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
74,383
Previous 68,881
7.99%
Holding current value
$5.4 Million
Previous $5.12 Billion
8.76%
% of portfolio
3.05%
Previous 2.85%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
260Shares Held
27.7MCall 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
-
Valmark Advisers, Inc.1.21MShares$88 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio