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SMAR
Smartsheet Inc.
SMAR
SMAR
Delisted
SMAR was delisted on the 21st of January, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 351 |
RIM
351
Rockbridge Investment Management
Syracuse,
New York
| – | -$3.11K | -56 | Closed |
|
| 352 |
T
352
TCWP
Beachwood,
Ohio
| – | -$3K | -55 | Closed |
|
| 353 |
JWM
353
Janiczek Wealth Management
Denver,
Colorado
| – | -$1K | -22 | Closed |
|
| 354 |
FMP
354
Financial Management Professionals
Austin,
Texas
| – | -$1K | -14 | Closed |
|
| 355 |
AF
355
Allworth Financial
Folsom,
California
| – | +$41 | +1 | +33% |
|
| 356 |
BTI
356
Blue Trust Inc
Alpharetta,
Georgia
| – | +$166 | +4 | New |
|
| 357 |
CFO
357
CVA Family Office
Denver,
Colorado
| – | +$207 | +5 | New |
|
| 358 |
IFAM
358
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | +$207 | +5 | +63% |
|
| 359 |
MPWT
359
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | +$414 | +10 | New |
|