Creative Planning Smartfinancial Inc. Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Smartfinancial Inc. stock. As of the latest transaction made, Creative Planning holds 21,905 shares of SMBK stock, worth $771,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21,905
Previous 28,741
23.78%
Holding current value
$771,275
Previous $893,000
17.25%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SMBK
# of Institutions
154Shares Held
10.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.37MShares$48.1 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX821KShares$28.9 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA821KShares$28.9 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA583KShares$20.5 Million0.0% of portfolio
-
Private Capital Management, LLC Naples, FL537KShares$18.9 Million2.12% of portfolio
About SMARTFINANCIAL INC.
- Ticker SMBK
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 16,887,600
- Market Cap $595M
- Description
- SmartFinancial, Inc. operates as the bank holding company for SmartBank that provides various financial services to individuals and corporate customers. It operates through Commercial Real Estate, Consumer Real Estate, Construction and Land Development, Commercial and Industrial, and Consumer and Other segments. The company offers noninterest-be...