Xy Planning Network, Inc. Ishares Msci Usa Small Cap Mul Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q3 2025
A detailed history of Xy Planning Network, Inc. transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Xy Planning Network, Inc. holds 4,333 shares of SMLF stock, worth $314,662. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,333
Previous 4,333
-0.0%
Holding current value
$314,662
Previous $294 Million
-0.0%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SMLF
# of Institutions
252Shares Held
27.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.75MShares$272 Million14.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.19MShares$159 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$133 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$85.8 Million0.03% of portfolio
-
Valmark Advisers, Inc.1.06MShares$77.1 Million1.04% of portfolio