Diversify Advisory Services, LLC Ishares Tr Russell 2500 ETF Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 8,162 shares of SMMD stock, worth $528,979. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,162
Previous 8,154
0.1%
Holding current value
$528,979
Previous $529 Million
4.44%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
179Shares Held
12MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$87.1 Million2.07% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$37.4 Million0.15% of portfolio
-
Fifth Third Bancorp564KShares$36.5 Million0.14% of portfolio
-
Envestnet Asset Management Inc520KShares$33.7 Million0.01% of portfolio
-
Fort Washington Investment Advisors Inc486KShares$31.5 Million0.2% of portfolio