Congress Asset Management CO Ishares Tr Russell 2500 ETF Transaction History
Congress Asset Management CO
- $13.6 Billion
- Q1 2024
A detailed history of Congress Asset Management CO transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Congress Asset Management CO holds 36,150 shares of SMMD stock, worth $2.25 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
36,150
Previous 84,907
57.42%
Holding current value
$2.25 Million
Previous $5.23 Million
54.64%
% of portfolio
0.02%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SMMD
# of Institutions
168Shares Held
10.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$99.7 Million2.69% of portfolio
-
Cresset Asset Management, LLC Chicago, IL562KShares$34.9 Million0.18% of portfolio
-
Envestnet Asset Management Inc560KShares$34.8 Million0.01% of portfolio
-
Fifth Third Bancorp542KShares$33.7 Million0.14% of portfolio
-
Wealthspire Advisors, LLC New York, NY424KShares$26.4 Million0.37% of portfolio