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
Others Institutions Holding SMMD
# of Institutions
179Shares Held
12MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$87.1 Million2.07% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$37.4 Million0.15% of portfolio
-
Fifth Third Bancorp564KShares$36.5 Million0.14% of portfolio
-
Envestnet Asset Management Inc520KShares$33.7 Million0.01% of portfolio
-
Fort Washington Investment Advisors Inc486KShares$31.5 Million0.2% of portfolio