Live Oak Investment Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Live Oak Investment Partners’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 Q4	–	Hold	0	–	–	–	272
2024 Q3	–	Hold	0	–	–	–	271
2024 Q2	–	Hold	0	–	–	–	265
2023 Q4	–	Hold	0	–	–	–	271
2023 Q3	–	Hold	0	–	–	–	273
2023 Q2	–	Hold	0	–	–	–	281
2023 Q1	–	Hold	0	–	–	–	254
2022 Q4	–	Hold	0	–	–	–	271

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return