Atlas Legacy Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Atlas Legacy Advisors, LLC
- $519 Billion
- Q3 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 11,893 shares of SMLF stock, worth $863,669. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,893
Previous 11,760
1.13%
Holding current value
$863,669
Previous $799 Million
10.66%
% of portfolio
0.17%
Previous 0.18%
Shares
4 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