Dynamic Wealth Strategies, LLC Ishares Msci Usa Small Cap Mul Put Options Transaction History

Dynamic Wealth Strategies, LLC

$123 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

163

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.69M
Shares

$251 Million
14.57% of portfolio
Wells Fargo & Company San Francisco, CA

1.48M
Shares

$101 Million
0.02% of portfolio
Acropolis Investment Management, LLC

787K
Shares

$53.7 Million
3.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$42.3 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$38.2 Million
4.81% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

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