Fma Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Fma Wealth Management, LLC
- $138 Billion
- Q3 2024
A detailed history of Fma Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Fma Wealth Management, LLC holds 75,428 shares of SMLF stock, worth $5.06 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
75,428
Previous 33,647
124.17%
Holding current value
$5.06 Million
Previous $2.06 Billion
143.0%
% of portfolio
3.63%
Previous 1.66%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
154Shares Held
14.8MCall 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