Atlas Legacy Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Atlas Legacy Advisors, LLC
- $571 Billion
- Q4 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 12,534 shares of SMLF stock, worth $910,219. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,534
Previous 11,893
5.39%
Holding current value
$910,219
Previous $884 Million
6.14%
% of portfolio
0.16%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
258Shares 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