Synergy Asset Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
A detailed history of Synergy Asset Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Synergy Asset Management, LLC holds 6,912 shares of SMLF stock, worth $501,949. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,912
Previous 3,456
100.0%
Holding current value
$501,949
Previous $234,000
119.23%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
252Shares Held
27.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio