Heritage Wealth Architects, Inc. Ishares Tr Russell 2500 ETF Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 3,313 shares of SMMD stock, worth $203,120. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,313Holding current value
$203,120% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SMMD
# of Institutions
213Shares Held
16.8MCall Options Held
0Put Options Held
0-
Glenmede Trust CO Na Philadelphia, PA2.26MShares$139 Million0.78% of portfolio
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Fort Washington Investment Advisors Inc1.5MShares$92.3 Million0.6% of portfolio
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Coldstream Capital Management Inc1.21MShares$74.1 Million1.63% of portfolio
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Bank Of America Corp Charlotte, NC806KShares$49.4 Million0.0% of portfolio
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Cresset Asset Management, LLC Chicago, IL694KShares$42.5 Million0.25% of portfolio