Wharton Business Group, LLC Ishares Msci Usa Small Cap Mul Transaction History
Wharton Business Group, LLC
- $2.23 Billion
- Q3 2024
A detailed history of Wharton Business Group, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Wharton Business Group, LLC holds 22,125 shares of SMLF stock, worth $1.52 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,125
Previous 30,049
26.37%
Holding current value
$1.52 Million
Previous $1.84 Million
20.17%
% of portfolio
0.07%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding SMLF
# of Institutions
163Shares Held
16.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.69MShares$253 Million14.57% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$102 Million0.02% of portfolio
-
Acropolis Investment Management, LLC787KShares$54 Million3.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN620KShares$42.5 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC560KShares$38.4 Million4.81% of portfolio