Vista Private Wealth Partners. LLC Ishares Msci Usa Small Cap Mul Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 121,585 shares of SMLF stock, worth $8.65 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
121,585Holding current value
$8.65 Million% of portfolio
3.09%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
164Shares Held
16.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$262 Million14.57% of portfolio
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Wells Fargo & Company San Francisco, CA1.48MShares$106 Million0.02% of portfolio
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Acropolis Investment Management, LLC801KShares$57 Million3.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN620KShares$44.1 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC568KShares$40.4 Million4.96% of portfolio