Catalytic Wealth Ria, LLC Ishares Tr Russell 2500 ETF Transaction History
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 20,259 shares of SMMD stock, worth $1.29 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
20,259
Previous 20,282
0.11%
Holding current value
$1.29 Million
Previous $1.33 Billion
4.7%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SMMD
# of Institutions
179Shares Held
12MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$85.8 Million2.07% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$36.9 Million0.15% of portfolio
-
Fifth Third Bancorp564KShares$36 Million0.14% of portfolio
-
Envestnet Asset Management Inc520KShares$33.2 Million0.01% of portfolio
-
Fort Washington Investment Advisors Inc486KShares$31 Million0.2% of portfolio