Wcg Wealth Advisors LLC Ishares Msci Usa Small Cap Mul Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 108,691 shares of SMLF stock, worth $7.29 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
108,691Holding current value
$7.29 Million% of portfolio
0.49%Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$247 Million14.57% of portfolio
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Wells Fargo & Company San Francisco, CA1.48MShares$99.6 Million0.02% of portfolio
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Acropolis Investment Management, LLC787KShares$52.8 Million3.15% of portfolio
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Ameriprise Financial Inc Minneapolis, MN620KShares$41.6 Million0.01% of portfolio
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Ullmann Wealth Partners Group, LLC560KShares$37.5 Million4.81% of portfolio