Journey Advisory Group, LLC Ishares Msci Usa Small Cap Mul Transaction History
Journey Advisory Group, LLC
- $1.31 Billion
- Q3 2025
A detailed history of Journey Advisory Group, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Journey Advisory Group, LLC holds 84,707 shares of SMLF stock, worth $6.15 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
84,707
Previous 85,110
0.47%
Holding current value
$6.15 Million
Previous $5.78 Million
8.89%
% of portfolio
0.48%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
253Shares Held
27.3MCall 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