Vista Cima Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Vista Cima Wealth Management LLC
- $96.2 Billion
- Q4 2024
A detailed history of Vista Cima Wealth Management LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 54,576 shares of SMLF stock, worth $3.85 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
54,576Holding current value
$3.85 Million% of portfolio
3.83%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
185Shares Held
17.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$252 Million14.47% of portfolio
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Wells Fargo & Company San Francisco, CA1.63MShares$115 Million0.03% of portfolio
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Acropolis Investment Management, LLC801KShares$56.6 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN753KShares$53.2 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC568KShares$40.1 Million4.96% of portfolio