Goal Vest Advisory LLC Ishares Tr Russell 2500 ETF Transaction History
Goal Vest Advisory LLC
- $309 Million
- Q2 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 4,339 shares of SMMD stock, worth $296,917. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,339
Previous 5,254
17.42%
Holding current value
$296,917
Previous $344,000
21.22%
% of portfolio
0.09%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SMMD
# of Institutions
180Shares Held
12.6MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$92 Million2.07% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$64.1 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$39.5 Million0.15% of portfolio
-
Fifth Third Bancorp563KShares$38.5 Million0.14% of portfolio
-
Envestnet Asset Management Inc520KShares$35.6 Million0.01% of portfolio