New Edge Advisors, LLC Ishares Msci Usa Small Cap Mul Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, New Edge Advisors, LLC holds 15,838 shares of SMLF stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,838
Previous 9,860
60.63%
Holding current value
$1.12 Million
Previous $603,000
74.13%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SMLF
# of Institutions
168Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$260 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$105 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$56.4 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$43.7 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40 Million4.96% of portfolio