A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,820 shares of SMMD stock, worth $528,788. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,820
Previous 17,743 55.93%
Holding current value
$528,788
Previous $1.16 Million 57.99%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$60.34 - $65.19 $598,753 - $646,880
-9,923 Reduced 55.93%
7,820 $489,000
Q1 2024

May 06, 2024

BUY
$58.78 - $65.61 $1.04 Million - $1.16 Million
17,743 New
17,743 $1.16 Million

Others Institutions Holding SMMD

About ISHARES TR RUSSELL 2500 ETF


  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.