Ae Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 3 shares of SMMD stock, worth $194. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 3 -0.0%

Holding current value

$194

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$66.67 - $74.08 $200 - $222	3 New	3 $0

Others Institutions Holding SMMD

# of Institutions

216

Shares Held

16.8M

Call Options Held

Put Options Held

Glenmede Trust CO Na Philadelphia, PA

2.26M
Shares

$147 Million
0.78% of portfolio
Fort Washington Investment Advisors Inc

1.5M
Shares

$97.8 Million
0.6% of portfolio
Coldstream Capital Management Inc

1.21M
Shares

$78.6 Million
1.63% of portfolio
Bank Of America Corp Charlotte, NC

806K
Shares

$52.4 Million
0.0% of portfolio
Cresset Asset Management, LLC Chicago, IL

694K
Shares

$45.1 Million
0.25% of portfolio

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

More about SMMD

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Ae Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History