Redmont Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History

Redmont Wealth Advisors LLC

$56.1 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	SELL	$60.1 - $66.57 $1,202 - $1,331	-20 Reduced 28.57%	50 $3,000
Q2 2024 Jul 10, 2024	BUY	$58.71 - $63.6 $4,109 - $4,452	70 New	70 $4,000

Others Institutions Holding SMLF

# of Institutions

180

Shares Held

17.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$249 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$113 Million
0.03% of portfolio
Acropolis Investment Management, LLC

801K
Shares

$55.7 Million
3.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

620K
Shares

$43.1 Million
0.01% of portfolio
Ullmann Wealth Partners Group, LLC

568K
Shares

$39.5 Million
4.96% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
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