Searcy Financial Services Inc Ishares Msci Usa Small Cap Mul Transaction History
Searcy Financial Services Inc
- $230 Million
- Q1 2025
A detailed history of Searcy Financial Services Inc transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Searcy Financial Services Inc holds 362,787 shares of SMLF stock, worth $21.1 Million. This represents 9.79% of its overall portfolio holdings.
Number of Shares
362,787
Previous 352,524
2.91%
Holding current value
$21.1 Million
Previous $23.8 Million
5.23%
% of portfolio
9.79%
Previous 11.08%
Shares
4 transactions
Others Institutions Holding SMLF
# of Institutions
191Shares Held
18.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$208 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$94.5 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$48.7 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$43.8 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$32.6 Million4.66% of portfolio