Ever Source Wealth Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,714 shares of SMMD stock, worth $120,511. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,714
Previous 1,709 0.29%
Holding current value
$120,511
Previous $106,000 9.43%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$61.71 - $68.15 $308 - $340
5 Added 0.29%
1,714 $116,000
Q2 2024

Aug 13, 2024
SELL
$60.34 - $65.19 $60 - $65
-1 Reduced 0.06%
1,709 $106,000
Q1 2024

Jun 11, 2024
BUY
$58.78 - $65.61 $100,513 - $112,193
1,710 New
1,710 $112,000

Others Institutions Holding SMMD

# of Institutions
195
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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