Beirne Wealth Consulting Services, LLC SMLF Holdings History
Beirne Wealth Consulting Services, LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Beirne Wealth Consulting Services, LLC held 58,859.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $3.66 Mil. This investment constitutes 1.3% of their stock portfolio, and Beirne Wealth Consulting Services, LLC now holds 0.23% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2021Q2. And since then Beirne Wealth Consulting Services, LLC has made 9 purchases of SMLF, at an average price of $55.28, for a total of 111,608.00 shares. In addition, there have been 5 sales at an average price of $53.14 for 52,749.00 shares. Based on historical transaction data and SMLF's current price of $69.20, Beirne Wealth Consulting Services, LLC's estimated gain on his SMLF holdings is $706,314.84, reflecting a 11.45% gain to date.
Beirne Wealth Consulting Services, LLC SMLF ($69.20) Holding Chart
Beirne Wealth Consulting Services, LLC SMLF ($69.20) 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
