Life Goal Wealth Advisors Ishares Msci Usa Small Cap Mul Transaction History
Life Goal Wealth Advisors
- $92.2 Billion
- Q4 2024
A detailed history of Life Goal Wealth Advisors transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Life Goal Wealth Advisors holds 38,886 shares of SMLF stock, worth $2.73 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
38,886Holding current value
$2.73 Million% of portfolio
2.85%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
168Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$259 Million14.57% of portfolio
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Wells Fargo & Company San Francisco, CA1.48MShares$104 Million0.02% of portfolio
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Acropolis Investment Management, LLC801KShares$56.3 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN620KShares$43.6 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC568KShares$39.9 Million4.96% of portfolio