Harbor Asset Planning, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Harbor Asset Planning, Inc.
- $117 Billion
- Q4 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 35,915 shares of SMLF stock, worth $2.61 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
35,915
Previous 34,575
3.88%
Holding current value
$2.61 Million
Previous $2.57 Billion
4.61%
% of portfolio
2.3%
Previous 2.3%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
258Shares Held
27.6MCall 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
-
Valmark Advisers, Inc.1.21MShares$88 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio