New Edge Wealth, LLC Ishares Msci Usa Small Cap Mul Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, New Edge Wealth, LLC holds 3,235 shares of SMLF stock, worth $188,503. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,235
Previous 3,235
-0.0%
Holding current value
$188,503
Previous $214,000
1.87%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
191Shares Held
18.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$208 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$94.7 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$46.7 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$43.9 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$32.7 Million4.66% of portfolio