Clearwater Capital Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
Clearwater Capital Advisors, LLC
- $896 Million
- Q2 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 455,822 shares of SMLF stock, worth $30.6 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
455,822
Previous 456,466
0.14%
Holding current value
$30.6 Million
Previous $29 Million
3.87%
% of portfolio
3.11%
Previous 3.25%
Shares
23 transactions
Others Institutions Holding SMLF
# of Institutions
154Shares Held
14.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$253 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$91.5 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$51.9 Million3.05% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$37.5 Million4.81% of portfolio
-
Black Rock Inc. New York, NY499KShares$33.5 Million0.0% of portfolio