Cornerstone Planning Group LLC Ishares Msci Usa Small Cap Mul Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
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 371,476 shares of SMLF stock, worth $26.2 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
371,476
Previous 362,226
2.55%
Holding current value
$26.2 Million
Previous $24.2 Billion
7.84%
% of portfolio
6.41%
Previous 6.39%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
168Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$260 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$56.4 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.7 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40 Million4.96% of portfolio