Baystate Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 84 shares of SMMD stock, worth $5,677. This represents 0.0% of its overall portfolio holdings.
Number of Shares
84
Previous 84
-0.0%
Holding current value
$5,677
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SMMD
# of Institutions
218Shares 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