Bogart Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,001 shares of SMLF stock, worth $68,698. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,001
Previous 1,001
-0.0%
Holding current value
$68,698
Previous $61,000
8.2%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$253 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$102 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$54 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.5 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.4 Million4.81% of portfolio