Wealth Management Resources, Inc. Ishares Msci Usa Small Cap Min Transaction History
Wealth Management Resources, Inc.
- $276 Million
- Q1 2025
A detailed history of Wealth Management Resources, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 284,086 shares of SMMV stock, worth $11.5 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
284,086
Previous 283,350
0.26%
Holding current value
$11.5 Million
Previous $11.7 Million
0.24%
% of portfolio
4.27%
Previous 4.33%
Shares
14 transactions
Others Institutions Holding SMMV
# of Institutions
136Shares Held
6.12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.19MShares$48.2 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO594KShares$24.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc572KShares$23.2 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$16.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL326KShares$13.2 Million0.01% of portfolio