Wealth Shield Partners, LLC Ishares Tr Russell 2500 ETF Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
188Shares Held
12.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.03MShares$72.7 Million1.52% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$66.1 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$42.3 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$39.7 Million0.14% of portfolio
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Envestnet Asset Management Inc542KShares$38.2 Million0.01% of portfolio