Sanford Advisory Services, LLC Ishares Msci Usa Small Cap Mul Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 222,935 shares of SMLF stock, worth $14.9 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
222,935
Previous 183,861
21.25%
Holding current value
$14.9 Million
Previous $8.23 Million
34.51%
% of portfolio
2.64%
Previous 2.35%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
154Shares Held
14.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.78MShares$253 Million14.65% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$91.5 Million0.02% of portfolio
-
Acropolis Investment Management, LLC773KShares$51.9 Million3.05% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$37.5 Million4.81% of portfolio
-
Black Rock Inc. New York, NY499KShares$33.5 Million0.0% of portfolio