Reston Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Reston Wealth Management LLC
- $275 Million
- Q3 2024
A detailed history of Reston Wealth Management LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Reston Wealth Management LLC holds 247,245 shares of SMLF stock, worth $17 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
247,245
Previous 239,223
3.35%
Holding current value
$17 Million
Previous $14.6 Million
12.03%
% of portfolio
5.96%
Previous 5.86%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$253 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$102 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$54 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.5 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.4 Million4.81% of portfolio