Avidian Wealth Solutions, LLC Ishares Msci Usa Small Cap Mul Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,628 shares of SMLF stock, worth $269,303. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,628
Previous 4,990
7.25%
Holding current value
$269,303
Previous $331,000
5.74%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
189Shares Held
18.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$208 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$94.6 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$48.7 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$43.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$32.7 Million4.66% of portfolio