Vestmark Advisory Solutions, Inc. SMMD Holdings History
Number of Shares
354,819.00
Current Holdings Value*
$22.19 Mil
% of Portfolio
0.57%
Total Estimate Gain
$848,017.41
% of Total Estimate Gain
3.55%
Vestmark Advisory Solutions, Inc.'s iShares Russell 2500 ETF Holding Summary
As of 2025-03-31, Vestmark Advisory Solutions, Inc. held 354,819.00 shares of iShares Russell 2500 ETF(SMMD), totaling $22.19 Mil. This investment constitutes 0.57% of their stock portfolio, and Vestmark Advisory Solutions, Inc. now holds 1.6% of the outstanding iShares Russell 2500 ETF(SMMD) stock.
The initial trade took place in 2025Q1. And since then Vestmark Advisory Solutions, Inc. has made 1 purchases of SMMD, at an average price of $67.39, for a total of 354,819.00 shares. Based on historical transaction data and SMMD's current price of $69.78, Vestmark Advisory Solutions, Inc.'s estimated gain on his SMMD holdings is $848,017.41, reflecting a 3.55% gain to date.
Vestmark Advisory Solutions, Inc. SMMD ($69.78) Holding Chart
Vestmark Advisory Solutions, Inc. SMMD ($69.78) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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