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 $215,548. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,235
Previous 3,235
-0.0%
Holding current value
$215,548
Previous $214,000
1.87%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$238 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$108 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$53.4 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$50.2 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$37.9 Million4.96% of portfolio