Fox Financial, Inc Ishares Msci Usa Small Cap Mul Transaction History
Fox Financial, Inc
- $115 Billion
- Q3 2024
A detailed history of Fox Financial, Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Fox Financial, Inc holds 210,720 shares of SMLF stock, worth $14.4 Million. This represents 12.19% of its overall portfolio holdings.
Number of Shares
210,720
Previous 165,013
27.7%
Holding current value
$14.4 Million
Previous $10.1 Billion
38.42%
% of portfolio
12.19%
Previous 9.31%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$251 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$101 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$53.7 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.3 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.2 Million4.81% of portfolio