Cwa Asset Management Group, LLC Ishares Tr Russell 2500 ETF Transaction History
Cwa Asset Management Group, LLC
- $1.64 Billion
- Q1 2024
A detailed history of Cwa Asset Management Group, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 94,564 shares of SMMD stock, worth $5.87 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
94,564
Previous 66,378
42.46%
Holding current value
$5.87 Million
Previous $4.09 Million
51.84%
% of portfolio
0.38%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding SMMD
# of Institutions
168Shares Held
10.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$99.6 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$33.6 Million0.14% of portfolio
-
Wealthspire Advisors, LLC New York, NY424KShares$26.4 Million0.37% of portfolio