Freestone Capital Holdings, LLC Ishares Msci Usa Small Cap Mul Transaction History

Freestone Capital Holdings, LLC

$2.87 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$45.27 - $53.72 $724 - $859	-16 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$34.77 - $39.3 $556 - $628	16 New	16 $0

Others Institutions Holding SMLF

# of Institutions

186

Shares Held

18M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$253 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$115 Million
0.03% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$56.7 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$53.3 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$40.2 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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