Ergawealth Advisors, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Ergawealth Advisors, Inc.
- $215 Billion
- Q3 2025
A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 6,221 shares of SMLF stock, worth $451,769. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,221
Previous 6,413
2.99%
Holding current value
$451,769
Previous $436 Million
6.13%
% of portfolio
0.22%
Previous 0.2%
Shares
12 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