Dynamic Advisor Solutions LLC Ishares Msci Usa Small Cap Mul Transaction History
Dynamic Advisor Solutions LLC
- $2.96 Billion
- Q4 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 4,048 shares of SMLF stock, worth $293,965. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,048
Previous 3,090
31.0%
Holding current value
$293,965
Previous $229,000
27.95%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.1MCall 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