Kestra Private Wealth Services, LLC Ishares Tr Russell 2500 ETF Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,162 shares of SMMD stock, worth $291,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,162
Previous 5,213 20.16%
Holding current value
$291,215
Previous $326,000 13.8%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$61.71 - $68.15 $64,857 - $71,625
-1,051 Reduced 20.16%
4,162 $281,000
Q2 2024

Aug 12, 2024
BUY
$60.34 - $65.19 $75,304 - $81,357
1,248 Added 31.48%
5,213 $326,000
Q1 2024

May 02, 2024
BUY
$58.78 - $65.61 $233,062 - $260,143
3,965 New
3,965 $260,000

Others Institutions Holding SMMD

# of Institutions
192
Shares Held
12.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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