Concord Wealth Partners Ishares Msci Usa Small Cap Mul Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Concord Wealth Partners holds 195 shares of SMLF stock, worth $13,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares
195
Previous 195 -0.0%
Holding current value
$13,074
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023
BUY
$48.63 - $53.62 $9,482 - $10,455
195 New
195 $10,000
Q4 2022

Jan 27, 2023
BUY
$45.98 - $53.17 $8,966 - $10,368
195 New
195 $9,000
Q2 2022

Aug 04, 2022
BUY
$46.1 - $55.08 $8,989 - $10,740
195 Added 590.91%
228 $11,000
Q1 2022

Apr 20, 2022
SELL
$51.3 - $57.97 $5,643 - $6,376
-110 Reduced 76.92%
33 $2,000
Q4 2021

Jan 21, 2022
BUY
$53.7 - $59.93 $7,679 - $8,569
143 New
143 $8,000

Others Institutions Holding SMLF

# of Institutions
157
Shares Held
14.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email