Catalytic Wealth Ria, LLC Ishares Tr Russell 2500 ETF Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 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 20,179 shares of SMMD stock, worth $1.41 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
20,179
Previous 20,259
0.39%
Holding current value
$1.41 Million
Previous $1.27 Billion
7.77%
% of portfolio
0.24%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding SMMD
# of Institutions
188Shares Held
12.8MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$94 Million2.07% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$65.4 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$41.8 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$39.3 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$37.9 Million0.01% of portfolio