Diversify Advisory Services, LLC Ishares Tr Russell 2500 ETF Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 8,162 shares of SMMD stock, worth $533,631. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,162
Previous 8,154
0.1%
Holding current value
$533,631
Previous $529 Million
4.44%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
169Shares Held
10.4MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$105 Million2.69% of portfolio
-
Cresset Asset Management, LLC Chicago, IL562KShares$36.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc560KShares$36.6 Million0.01% of portfolio
-
Fifth Third Bancorp542KShares$35.4 Million0.14% of portfolio
-
Wealthspire Advisors, LLC New York, NY424KShares$27.7 Million0.37% of portfolio