Edge Financial Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Edge Financial Advisors LLC
- $112 Billion
- Q4 2024
A detailed history of Edge Financial Advisors LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Edge Financial Advisors LLC holds 4,326 shares of SMLF stock, worth $307,708. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,326
Previous 4,486
3.57%
Holding current value
$307,708
Previous $298 Million
1.9%
% of portfolio
0.26%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
164Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$262 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$106 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$57 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$44.1 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40.4 Million4.96% of portfolio