Diversify Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History
Diversify Advisory Services, LLC
- $2.98 Trillion
- Q3 2025
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 6,054 shares of SMLF stock, worth $439,641. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,054
Previous 8,442
28.29%
Holding current value
$439,641
Previous $596 Million
24.57%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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