Schmidt P J Investment Management Inc Ishares Msci Usa Small Cap Mul Transaction History
Schmidt P J Investment Management Inc
- $577 Million
- Q3 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 17,930 shares of SMLF stock, worth $1.28 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,930
Previous 15,072
18.96%
Holding current value
$1.28 Million
Previous $922,000
28.96%
% of portfolio
0.21%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SMLF
# of Institutions
164Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$262 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$106 Million0.02% of portfolio
-
Acropolis Investment Management, LLC801KShares$57 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$44.1 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$40.4 Million4.96% of portfolio