Number of Shares
34,466.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
2.08%
Total Estimate Gain
$115,015.73
% of Total Estimate Gain
4.55%

CONTINENTAL INVESTORS SERVICES, INC.'s Zacks Small/Mid Cap ETF Holding Summary

As of 2025-03-31, CONTINENTAL INVESTORS SERVICES, INC. held 34,466.00 shares of Zacks Small/Mid Cap ETF(SMIZ), totaling $1.05 Mil. This investment constitutes 2.08% of their stock portfolio, and CONTINENTAL INVESTORS SERVICES, INC. now holds 0.94% of the outstanding Zacks Small/Mid Cap ETF(SMIZ) stock.

The initial trade took place in 2024Q1. And since then CONTINENTAL INVESTORS SERVICES, INC. has made 5 purchases of SMIZ, at an average price of $30.71, for a total of 82,398.00 shares. Based on historical transaction data and SMIZ's current price of $34.46, CONTINENTAL INVESTORS SERVICES, INC.'s estimated gain on his SMIZ holdings is $115,015.73, reflecting a 4.55% gain to date.

CONTINENTAL INVESTORS SERVICES, INC. SMIZ ($34.46) Holding Chart

CONTINENTAL INVESTORS SERVICES, INC. SMIZ ($34.46) 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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