AWE
SMMD icon

Avidian Wealth Enterprises’s iShares Russell 2500 ETF SMMD Stock Holding History

Avidian Wealth Enterprises’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,260
Closed -$517K – 529
2024
Q2 		$517K Sell
8,260
-1,847
-18% -$116K 0.02% 288
2024
Q1 		$663K Sell
10,107
-1,517
-13% -$93.9K 0.03% 219
2023
Q4 		$716K Sell
11,624
-4,451
-28% -$247K 0.04% 203
2023
Q3 		$876K Sell
16,075
-1,131
-7% -$65.1K 0.06% 179
2023
Q2 		$989K Sell
17,206
-893
-5% -$48.8K 0.06% 178
2023
Q1 		$992K Buy
18,099
+3,916
+28% +$220K 0.05% 202
2022
Q4 		$754K Buy
14,183
+424
+3% +$22.8K 0.05% 214
2022
Q3 		$685K Buy
13,759
+76
+0.6% +$4.2K 0.05% 191
2022
Q2 		$706K Buy
13,683
+9,318
+213% +$527K 0.05% 214
2022
Q1 		$272K Sell
4,365
-430
-9% -$26.5K 0.02% 409
2021
Q4 		$318K Buy
+4,795
New +$319K 0.02% 390

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CCM
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FWIA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return