Us Advisors Wealth Management, LLC Ishares Tr Russell 2500 ETF Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 13,870 shares of SMMD stock, worth $937,473. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,870
Previous 14,419
3.81%
Holding current value
$937,473
Previous $976,000
3.38%
% of portfolio
0.31%
Previous 0.34%
Shares
17 transactions
Others Institutions Holding SMMD
# of Institutions
217Shares Held
16.7MCall Options Held
0Put Options Held
0-
Glenmede Trust CO Na Philadelphia, PA1.75MShares$118 Million0.62% of portfolio
-
Coldstream Capital Management Inc1.59MShares$107 Million2.33% of portfolio
-
Fort Washington Investment Advisors Inc1.36MShares$92.2 Million0.57% of portfolio
-
Envestnet Asset Management Inc765KShares$51.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC688KShares$46.5 Million0.0% of portfolio