Benchmark Financial Wealth Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History
Benchmark Financial Wealth Advisors, LLC
- $299 Million
- Q3 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 66,280 shares of SMMD stock, worth $4.64 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
66,280
Previous 60,783
9.04%
Holding current value
$4.64 Million
Previous $3.81 Million
17.98%
% of portfolio
1.5%
Previous 1.41%
Shares
8 transactions
Others Institutions Holding SMMD
# of Institutions
192Shares Held
12.7MCall Options Held
0Put Options Held
0-
Fort Washington Investment Advisors Inc1.36MShares$95.4 Million0.57% of portfolio
-
Coldstream Capital Management Inc1.03MShares$72 Million1.52% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$41.9 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$39.4 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$37.9 Million0.01% of portfolio