Cornerstone Planning Group LLC SMLF Holdings History
Cornerstone Planning Group LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 399,823.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $23.68 Mil. This investment constitutes 5.66% of their stock portfolio, and Cornerstone Planning Group LLC now holds 1.56% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2024Q3. And since then Cornerstone Planning Group LLC has made 3 purchases of SMLF, at an average price of $63.98, for a total of 399,823.00 shares. Based on historical transaction data and SMLF's current price of $69.72, Cornerstone Planning Group LLC's estimated gain on his SMLF holdings is $2.29 Mil, reflecting a 8.96% gain to date.
Cornerstone Planning Group LLC SMLF ($69.72) Holding Chart
Cornerstone Planning Group LLC SMLF ($69.72) 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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