Creative Planning Ishares Tr Russell 2500 ETF Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Creative Planning holds 12,433 shares of SMMD stock, worth $861,606. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,433
Previous 12,670
1.87%
Holding current value
$861,606
Previous $793,000
6.18%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding SMMD
# of Institutions
190Shares Held
12.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.03MShares$71.3 Million1.52% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$64.9 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$41.5 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$39 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$37.5 Million0.01% of portfolio