Surevest, LLC Ishares Tr Russell 2500 ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Surevest, LLC holds 122,879 shares of SMMD stock, worth $8.31 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
122,879
Previous 122,971
0.07%
Holding current value
$8.31 Million
Previous $6.35 Million
3.7%
% of portfolio
1.66%
Previous 1.66%
Shares
7 transactions
Others Institutions Holding SMMD
# of Institutions
179Shares Held
12MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$90.9 Million2.07% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$39 Million0.15% of portfolio
-
Fifth Third Bancorp564KShares$38.1 Million0.14% of portfolio
-
Envestnet Asset Management Inc520KShares$35.2 Million0.01% of portfolio
-
Fort Washington Investment Advisors Inc486KShares$32.9 Million0.2% of portfolio