Ball & Co Wealth Management Inc. SMLF Holdings History
Ball & Co Wealth Management Inc.'s iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held - shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $67.26 for 40,659.00 shares. Based on historical transaction data and SMLF's current price of $69.69, Ball & Co Wealth Management Inc.'s estimated gain on his SMLF holdings is $-84,570.72, reflecting a -3.00% gain to date.
Ball & Co Wealth Management Inc. SMLF ($69.69) Holding Chart
Ball & Co Wealth Management Inc. SMLF ($69.69) 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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