Wealthpoint, LLC Ishares Tr Russell 2500 ETF Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Wealthpoint, LLC holds 249,984 shares of SMMD stock, worth $15.5 Million. This represents 5.51% of its overall portfolio holdings.
Number of Shares
249,984
Previous 244,008
2.45%
Holding current value
$15.5 Million
Previous $14 Million
2.83%
% of portfolio
5.51%
Previous 5.15%
Shares
13 transactions
Others Institutions Holding SMMD
# of Institutions
168Shares Held
10.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$99.7 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$33.7 Million0.14% of portfolio
-
Wealthspire Advisors, LLC New York, NY424KShares$26.4 Million0.37% of portfolio