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Ishares Tr msci usa smlcp shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 17k 66.35
2024-06-30 $974k 16k 61.21
2024-03-31 $430k 6.8k 63.58

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Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
BlackRock
Financial Management Professionals
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LPL Financial
Pacific Center for Financial Services
Cornerstone Planning Group
ValMark Advisers
Searcy Financial Services
Mercer Global Advisors
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View all funds holding Ishares Tr msci usa smlcp