Heritage Family Offices, LLP Ishares Tr Russell 2500 ETF Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 189,202 shares of SMMD stock, worth $13.8 Million. This represents 6.62% of its overall portfolio holdings.
Number of Shares
189,202
Previous 193,720
2.33%
Holding current value
$13.8 Million
Previous $12.1 Billion
5.67%
% of portfolio
6.62%
Previous 6.73%
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
188Shares Held
12.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.03MShares$75.1 Million1.52% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$68.3 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$43.7 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$41.1 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$39.5 Million0.01% of portfolio