Vista Cima Wealth Management LLC Ishares Msci Usa Small Cap Mul Transaction History
Vista Cima Wealth Management LLC
- $120 Billion
- Q3 2025
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 61,596 shares of SMLF stock, worth $4.47 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
61,596
Previous 59,304
3.86%
Holding current value
$4.47 Million
Previous $4.03 Billion
13.65%
% of portfolio
3.82%
Previous 3.77%
Shares
5 transactions
Others Institutions Holding SMLF
# of Institutions
251Shares 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