Geo Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 2025
A detailed history of Geo Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Geo Wealth Management, LLC holds 77,377 shares of SMLF stock, worth $5.62 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
77,377
Previous 83,594
7.44%
Holding current value
$5.62 Million
Previous $5.68 Million
1.27%
% of portfolio
0.22%
Previous 0.24%
Shares
15 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares Held
27.1MCall 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