Atria Wealth Solutions, Inc. Ishares Tr Russell 2500 ETF Transaction History
Atria Wealth Solutions, Inc.
- $8.63 Billion
- Q1 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 38,850 shares of SMMD stock, worth $2.41 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,850
Previous 57,235
32.12%
Holding current value
$2.41 Million
Previous $3.52 Million
27.68%
% of portfolio
0.03%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding SMMD
# of Institutions
168Shares Held
10.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$99.3 Million2.69% of portfolio
-
Cresset Asset Management, LLC Chicago, IL562KShares$34.8 Million0.18% of portfolio
-
Envestnet Asset Management Inc560KShares$34.7 Million0.01% of portfolio
-
Fifth Third Bancorp542KShares$33.5 Million0.14% of portfolio
-
Wealthspire Advisors, LLC New York, NY424KShares$26.3 Million0.37% of portfolio