Lakeridge Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,377 shares of SMMD stock, worth $527,898. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,377
Previous 7,326
0.7%
Holding current value
$527,898
Previous $459 Million
8.94%
% of portfolio
0.27%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding SMMD
# of Institutions
180Shares Held
12.7MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$96.2 Million2.07% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$67 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$41.3 Million0.15% of portfolio
-
Fifth Third Bancorp563KShares$40.3 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$38.8 Million0.01% of portfolio