Simplicity Wealth,Llc Ishares Tr Russell 2500 ETF Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 114,791 shares of SMMD stock, worth $8.12 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
114,791
Previous 24,637
365.93%
Holding current value
$8.12 Million
Previous $1.54 Million
404.15%
% of portfolio
0.75%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SMMD
# of Institutions
190Shares Held
12.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.03MShares$72.8 Million1.52% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$66.2 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$42.4 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$39.8 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$38.3 Million0.01% of portfolio