Catalytic Wealth Ria, LLC Ishares Tr Russell 2500 ETF Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 18,110 shares of SMMD stock, worth $1.22 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
18,110
Previous 20,179
10.25%
Holding current value
$1.22 Million
Previous $1.37 Billion
9.9%
% of portfolio
0.22%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding SMMD
# of Institutions
217Shares Held
16.7MCall Options Held
0Put Options Held
0-
Glenmede Trust CO Na Philadelphia, PA1.75MShares$118 Million0.62% of portfolio
-
Coldstream Capital Management Inc1.59MShares$107 Million2.33% of portfolio
-
Fort Washington Investment Advisors Inc1.36MShares$92.2 Million0.57% of portfolio
-
Envestnet Asset Management Inc765KShares$51.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC688KShares$46.5 Million0.0% of portfolio