Vista Private Wealth Partners. LLC Ishares Msci Usa Small Cap Mul Transaction History

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 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 113,961 shares of SMLF stock, worth $6.75 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
113,961
Previous 121,585 6.27%
Holding current value
$6.75 Million
Previous $8.07 Million 4.65%
% of portfolio
3.01%
Previous 3.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$65.31 - $74.15 $497,923 - $565,319
-7,624 Reduced 6.27%
113,961 $7.69 Million
Q3 2024

Dec 03, 2024
BUY
$60.1 - $66.57 $7.31 Million - $8.09 Million
121,585 New
121,585 $8.07 Million

Others Institutions Holding SMLF

# of Institutions
192
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MUL

SMLF Quotes by TradingView
  • Ticker SMLF
  • Sector ETFs
  • Industry ETFs
More about SMLF
Track This Portfolio

Track Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth Partners. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email