Number of Shares
68,384.00
Current Holdings Value*
$1.71 Mil
% of Portfolio
1.07%
Total Estimate Gain
$122,441.55
% of Total Estimate Gain
7.48%

Broadway Wealth Solutions, Inc.'s Neuberger Berman Small-Mid Cap ETF Holding Summary

As of 2025-06-30, Broadway Wealth Solutions, Inc. held 68,384.00 shares of Neuberger Berman Small-Mid Cap ETF(NBSM), totaling $1.71 Mil. This investment constitutes 1.07% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.96% of the outstanding Neuberger Berman Small-Mid Cap ETF(NBSM) stock.

The initial trade took place in 2025Q2. And since then Broadway Wealth Solutions, Inc. has made 1 purchases of NBSM, at an average price of $23.95, for a total of 68,384.00 shares. Based on historical transaction data and NBSM's current price of $25.74, Broadway Wealth Solutions, Inc.'s estimated gain on his NBSM holdings is $122,441.55, reflecting a 7.48% gain to date.

Broadway Wealth Solutions, Inc. NBSM ($25.74) Holding Chart

Broadway Wealth Solutions, Inc. NBSM ($25.74) 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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