Aspen Wealth Strategies, LLC SMLF Holdings History
Aspen Wealth Strategies, LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 65,200.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $4.05 Mil. This investment constitutes 2.66% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.25% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2025Q1. And since then Aspen Wealth Strategies, LLC has made 1 purchases of SMLF, at an average price of $67.26, for a total of 65,200.00 shares. Based on historical transaction data and SMLF's current price of $69.45, Aspen Wealth Strategies, LLC's estimated gain on his SMLF holdings is $142,788.00, reflecting a 3.26% gain to date.
Aspen Wealth Strategies, LLC SMLF ($69.45) Holding Chart
Aspen Wealth Strategies, LLC SMLF ($69.45) 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 % | |||
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