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Schechter Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Schechter Investment Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,000
Closed -$273K – 677
2023
Q3 		$273K Buy
+5,000
New +$273K 0.03% 474