Avidian Wealth Solutions, LLC Ishares Msci Usa Small Cap Mul Call Options Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

187

Shares Held

18M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$239 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$109 Million
0.03% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$53.5 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$50.3 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$38 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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