CONTINENTAL INVESTORS SERVICES, INC. SMIZ Holdings History
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 $34.75, CONTINENTAL INVESTORS SERVICES, INC.'s estimated gain on his SMIZ holdings is $125,007.42, reflecting a 4.94% gain to date.
CONTINENTAL INVESTORS SERVICES, INC. SMIZ ($34.75) Holding Chart
CONTINENTAL INVESTORS SERVICES, INC. SMIZ ($34.75) 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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