Simplicity Wealth,Llc Ishares Tr Russell 2500 ETF Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 140,355 shares of SMMD stock, worth $8.26 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
140,355
Previous 118,675
18.27%
Holding current value
$8.26 Million
Previous $8.07 Million
8.99%
% of portfolio
0.73%
Previous 1.75%
Shares
5 transactions
Others Institutions Holding SMMD
# of Institutions
221Shares Held
17.2MCall Options Held
0Put Options Held
0-
Glenmede Trust CO Na Philadelphia, PA1.75MShares$103 Million0.62% of portfolio
-
Coldstream Capital Management Inc1.59MShares$93.5 Million2.33% of portfolio
-
Fort Washington Investment Advisors Inc1.5MShares$88.6 Million0.6% of portfolio
-
Envestnet Asset Management Inc765KShares$45.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC688KShares$40.5 Million0.0% of portfolio