Captrust Financial Advisors Ishares Msci Usa Small Cap Mul Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
A detailed history of Captrust Financial Advisors transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Captrust Financial Advisors holds 5,834 shares of SMLF stock, worth $423,665. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,834
Previous 9,657
39.59%
Holding current value
$423,665
Previous $656,000
33.99%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SMLF
# of Institutions
252Shares Held
27.2MCall 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