Catalytic Wealth Ria, LLC Ishares Tr Russell 2500 ETF Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 18,110 shares of SMMD stock, worth $1.27 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
18,110
Previous 20,179
10.25%
Holding current value
$1.27 Million
Previous $1.37 Billion
9.9%
% of portfolio
0.22%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding SMMD
# of Institutions
199Shares Held
13.6MCall Options Held
0Put Options Held
0-
Fort Washington Investment Advisors Inc1.36MShares$95.3 Million0.57% of portfolio
-
Coldstream Capital Management Inc1.03MShares$71.9 Million1.52% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$41.8 Million0.16% of portfolio
-
Fifth Third Bancorp555KShares$38.8 Million0.14% of portfolio
-
Kestra Investment Management, LLC Austin, TX550KShares$38.4 Million1.47% of portfolio