Kestra Advisory Services, LLC Ishares Tr Russell 2500 ETF Transaction History
Kestra Advisory Services, LLC
- $17.6 Billion
- Q2 2024
A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 61,523 shares of SMMD stock, worth $4.16 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
61,523
Previous 47,715
28.94%
Holding current value
$4.16 Million
Previous $3.13 Million
23.04%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
179Shares Held
12MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$90.9 Million2.07% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$39 Million0.15% of portfolio
-
Fifth Third Bancorp564KShares$38.1 Million0.14% of portfolio
-
Envestnet Asset Management Inc520KShares$35.2 Million0.01% of portfolio
-
Fort Washington Investment Advisors Inc486KShares$32.9 Million0.2% of portfolio