Coordinated Financial Services, Inc. Vaneck ETF Tr Morningstar Smid Transaction History

Coordinated Financial Services, Inc.

  • $144 Billion
  • Q2 2025

A detailed history of Coordinated Financial Services, Inc. transactions in Vaneck ETF Tr Morningstar Smid stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 22,368 shares of SMOT stock, worth $0. This represents 0.54% of its overall portfolio holdings.

Number of Shares
22,368
Previous 16,551 35.15%
Holding current value
$0
Previous $571 Million 36.44%
% of portfolio
0.54%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
N/A
5,817 Added 35.15%
22,368 $778 Million
Q4 2024

Feb 07, 2025
BUY
N/A
16,551 New
16,551 $571 Million

Others Institutions Holding SMOT

# of Institutions
108
Shares Held
8.28M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR MORNINGSTAR SMID

SMOT Quotes by TradingView
  • Ticker SMOT
More about SMOT
Track This Portfolio

Track Coordinated Financial Services, Inc. Portfolio

Follow Coordinated Financial Services, 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 Coordinated Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email