Ullmann Wealth Partners Group, LLC Ishares Msci Usa Small Cap Mul Put Options Transaction History

Ullmann Wealth Partners Group, LLC

$749 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SMLF

# of Institutions

191

Shares Held

18.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.57M
Shares

$208 Million
14.47% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$94.5 Million
0.03% of portfolio
Acropolis Investment Management, LLC

837K
Shares

$48.7 Million
3.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

753K
Shares

$43.8 Million
0.01% of portfolio
Financial Management Professionals, Inc.

501K
Shares

$29.1 Million
4.08% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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