Curated Wealth Partners LLC Ishares Tr Russell 2500 ETF Transaction History

Curated Wealth Partners LLC

$757 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	BUY	$50.46 - $62.34 $216,978 - $268,062	4,300 New	4,300 $264,000

Others Institutions Holding SMMD

# of Institutions

221

Shares Held

17.2M

Call Options Held

0

Put Options Held

0

Glenmede Trust CO Na Philadelphia, PA

1.75M
Shares

$103 Million
0.62% of portfolio
Coldstream Capital Management Inc

1.59M
Shares

$93.5 Million
2.33% of portfolio
Fort Washington Investment Advisors Inc

1.5M
Shares

$88.6 Million
0.6% of portfolio
Envestnet Asset Management Inc

765K
Shares

$45.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

688K
Shares

$40.5 Million
0.0% of portfolio

About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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