Glassman Wealth Services Ishares Msci Usa Small Cap Mul Transaction History
Glassman Wealth Services
- $542 Million
- Q2 2024
A detailed history of Glassman Wealth Services transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Glassman Wealth Services holds 485 shares of SMLF stock, worth $32,519. This represents 0.01% of its overall portfolio holdings.
Number of Shares
485
Previous 485
-0.0%
Holding current value
$32,519
Previous $30,000
3.33%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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