FINANCIAL MANAGEMENT NETWORK INC SMOT Holdings History
FINANCIAL MANAGEMENT NETWORK INC's VanEck Morningstar SMID Moat ETF Holding Summary
As of 2025-06-30, FINANCIAL MANAGEMENT NETWORK INC held 561,077.00 shares of VanEck Morningstar SMID Moat ETF(SMOT), totaling $20.19 Mil. This investment constitutes 3.62% of their stock portfolio, and FINANCIAL MANAGEMENT NETWORK INC now holds 5.04% of the outstanding VanEck Morningstar SMID Moat ETF(SMOT) stock.
The initial trade took place in 2023Q1. And since then FINANCIAL MANAGEMENT NETWORK INC has made 10 purchases of SMOT, at an average price of $29.81, for a total of 561,077.00 shares. Based on historical transaction data and SMOT's current price of $36.11, FINANCIAL MANAGEMENT NETWORK INC's estimated gain on his SMOT holdings is $3.54 Mil, reflecting a 21.14% gain to date.
FINANCIAL MANAGEMENT NETWORK INC SMOT ($36.11) Holding Chart
FINANCIAL MANAGEMENT NETWORK INC SMOT ($36.11) 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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