Cornerstone Planning Group LLC Ishares Msci Usa Small Cap Mul Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 443,175 shares of SMLF stock, worth $32.2 Million. This represents 5.25% of its overall portfolio holdings.
Number of Shares
443,175
Previous 435,547
1.75%
Holding current value
$32.2 Million
Previous $30.2 Billion
8.43%
% of portfolio
5.25%
Previous 6.17%
Shares
5 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