Lakeridge Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,377 shares of SMMD stock, worth $523,988. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,377
Previous 7,326 0.7%
Holding current value
$523,988
Previous $459 Million 8.94%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Oct 07, 2024
BUY
$61.71 - $68.15 $3,147 - $3,475
51 Added 0.7%
7,377 $500 Million
Q2 2024

Aug 01, 2024
BUY
$60.34 - $65.19 $20,998 - $22,686
348 Added 4.99%
7,326 $459 Million
Q1 2024

Apr 29, 2024
BUY
$58.78 - $65.61 $8,229 - $9,185
140 Added 2.05%
6,978 $458 Million
Q4 2023

Feb 14, 2024
BUY
$50.46 - $62.34 $345,045 - $426,280
6,838 New
6,838 $421 Million

Others Institutions Holding SMMD

# of Institutions
193
Shares Held
12.8M
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
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email