Diversify Advisory Services, LLC Ishares Tr Russell 2500 ETF Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 5,806 shares of SMMD stock, worth $397,304. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,806
Previous 8,162
28.87%
Holding current value
$397,304
Previous $506 Million
21.92%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SMMD
# of Institutions
190Shares Held
12.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.03MShares$70.4 Million1.52% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$64.1 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$41 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$38.5 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$37.1 Million0.01% of portfolio