FSR Wealth Management Ltd. SMAX Holdings History
FSR Wealth Management Ltd.'s iShares Large Cap Max Buffer Sep ETF Holding Summary
As of 2025-03-31, FSR Wealth Management Ltd. held 39,994.00 shares of iShares Large Cap Max Buffer Sep ETF(SMAX), totaling $1.00 Mil. This investment constitutes 1.32% of their stock portfolio, and FSR Wealth Management Ltd. now holds 0.87% of the outstanding iShares Large Cap Max Buffer Sep ETF(SMAX) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $25.32 for 39,707.00 shares. Based on historical transaction data and SMAX's current price of $26.22, FSR Wealth Management Ltd.'s estimated gain on his SMAX holdings is $48,746.76, reflecting a 2.43% gain to date.
FSR Wealth Management Ltd. SMAX ($26.22) Holding Chart
FSR Wealth Management Ltd. SMAX ($26.22) 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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