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 $7.64 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
113,961
Previous 121,585
6.27%
Holding current value
$7.64 Million
Previous $8.07 Million
4.65%
% of portfolio
3.01%
Previous 3.09%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
187Shares Held
18MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$240 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$109 Million0.03% of portfolio
-
Acropolis Investment Management, LLC801KShares$53.7 Million3.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$50.5 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC568KShares$38.1 Million4.96% of portfolio