Seven Bridge Financial Group, LLC Ishares Tr Russell 2500 ETF Transaction History
Seven Bridge Financial Group, LLC
- $443 Million
- Q1 2024
A detailed history of Seven Bridge Financial Group, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 8,541 shares of SMMD stock, worth $530,396. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,541
Previous 11,431
25.28%
Holding current value
$530,396
Previous $703,000
20.34%
% of portfolio
0.13%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SMMD
# of Institutions
168Shares Held
10.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$99.6 Million2.69% of portfolio
-
Cresset Asset Management, LLC Chicago, IL562KShares$34.9 Million0.18% of portfolio
-
Envestnet Asset Management Inc560KShares$34.8 Million0.01% of portfolio
-
Fifth Third Bancorp542KShares$33.6 Million0.14% of portfolio
-
Wealthspire Advisors, LLC New York, NY424KShares$26.4 Million0.37% of portfolio