Lake Point Wealth Management Ishares Tr Russell 2500 ETF Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 1,412 shares of SMMD stock, worth $91,511. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,412
Previous 1,153 22.46%
Holding current value
$91,511
Previous $72,000 1.39%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$50.12 - $62.96 $12,981 - $16,306
259 Added 22.46%
1,412 $73,000
Q1 2022

May 17, 2022
SELL
$57.98 - $66.78 $5.41 Million - $6.24 Million
-93,376 Reduced 98.78%
1,153 $72,000
Q4 2021

Feb 23, 2022
SELL
$62.95 - $70.3 $20.5 Million - $22.9 Million
-326,360 Reduced 77.54%
94,529 $6.28 Million
Q3 2021

Oct 21, 2021
BUY
$62.02 - $67.37 $733,572 - $796,852
11,828 Added 2.89%
420,889 $27 Million
Q2 2021

Aug 04, 2021
BUY
$62.15 - $66.8 $25.4 Million - $27.3 Million
409,061 New
409,061 $27.1 Million

Others Institutions Holding SMMD

# of Institutions
179
Shares Held
12M
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
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email