Dynamic Wealth Strategies, LLC SMLF Holdings History
Dynamic Wealth Strategies, LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 18,676.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $1.16 Mil. This investment constitutes 0.97% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.07% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2023Q4. In addition, there have been 4 sales at an average price of $66.80 for 20,534.00 shares. Based on historical transaction data and SMLF's current price of $69.59, Dynamic Wealth Strategies, LLC's estimated gain on his SMLF holdings is $607,276.82, reflecting a 29.42% gain to date.
Dynamic Wealth Strategies, LLC SMLF ($69.59) Holding Chart
Dynamic Wealth Strategies, LLC SMLF ($69.59) 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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