First Ascent Asset Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 95,441 shares of SMLF stock, worth $6.4 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
95,441
Previous 91,319
4.51%
Holding current value
$6.4 Million
Previous $4.72 Billion
18.84%
% of portfolio
0.63%
Previous 0.61%
Shares
16 transactions
Others Institutions Holding SMLF
# of Institutions
157Shares Held
14.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$253 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$91.5 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$51.9 Million3.05% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$37.5 Million4.81% of portfolio
-
Black Rock Inc. New York, NY499KShares$33.5 Million0.0% of portfolio