Dynamic Advisor Solutions LLC Ishares Msci Usa Small Cap Mul Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 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 3,090 shares of SMLF stock, worth $224,395. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,090
Previous 3,031
1.95%
Holding current value
$224,395
Previous $205,000
11.71%
% of portfolio
0.01%
Previous 0.01%
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