1858 WEALTH MANAGEMENT, LLC SMMV Holdings History
1858 WEALTH MANAGEMENT, LLC's iShares MSCI USA Small-Cap Min Vol Factor ETF Holding Summary
As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 25,420.00 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV), totaling $1.05 Mil. This investment constitutes 0.89% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0.37% of the outstanding iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV) stock.
The initial trade took place in 2025Q1. And since then 1858 WEALTH MANAGEMENT, LLC has made 1 purchases of SMMV, at an average price of $41.72, for a total of 25,420.00 shares. Based on historical transaction data and SMMV's current price of $42.15, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his SMMV holdings is $10,930.60, reflecting a 1.03% gain to date.
1858 WEALTH MANAGEMENT, LLC SMMV ($42.15) Holding Chart
1858 WEALTH MANAGEMENT, LLC SMMV ($42.15) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
