Catalytic Wealth Ria, LLC Ishares Tr Russell 2500 ETF Transaction History
Catalytic Wealth Ria, LLC
- $500 Billion
- Q1 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 20,282 shares of SMMD stock, worth $1.36 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,282
Previous 19,957
1.63%
Holding current value
$1.36 Million
Previous $1.23 Billion
8.3%
% of portfolio
0.27%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
170Shares Held
10.4MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$107 Million2.69% of portfolio
-
Fifth Third Bancorp564KShares$37.7 Million0.14% of portfolio
-
Cresset Asset Management, LLC Chicago, IL562KShares$37.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc560KShares$37.5 Million0.01% of portfolio
-
Wealthspire Advisors, LLC New York, NY424KShares$28.4 Million0.37% of portfolio