Crumly & Associates Inc. SMCO Holdings History
Number of Shares
442,734.00
Current Holdings Value*
$11.37 Mil
% of Portfolio
2.77%
Total Estimate Gain
$735,379.57
% of Total Estimate Gain
6.71%
Crumly & Associates Inc.'s Hilton Small-MidCap Opportunity ETF Holding Summary
As of 2025-06-30, Crumly & Associates Inc. held 442,734.00 shares of Hilton Small-MidCap Opportunity ETF(SMCO), totaling $11.37 Mil. This investment constitutes 2.77% of their stock portfolio, and Crumly & Associates Inc. now holds 10.22% of the outstanding Hilton Small-MidCap Opportunity ETF(SMCO) stock.
The initial trade took place in 2024Q3. And since then Crumly & Associates Inc. has made 4 purchases of SMCO, at an average price of $24.76, for a total of 442,734.00 shares. Based on historical transaction data and SMCO's current price of $26.42, Crumly & Associates Inc.'s estimated gain on his SMCO holdings is $735,379.57, reflecting a 6.71% gain to date.
Crumly & Associates Inc. SMCO ($26.42) Holding Chart
Crumly & Associates Inc. SMCO ($26.42) 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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