Genesis Wealth Advisors, LLC SCZ Holdings History
Genesis Wealth Advisors, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Genesis Wealth Advisors, LLC held - shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2024Q4. And since then Genesis Wealth Advisors, LLC has made 1 purchases of SCZ, at an average price of $63.55, for a total of 47,631.00 shares. In addition, there have been 1 sales at an average price of $63.17 for 47,631.00 shares. Based on historical transaction data and SCZ's current price of $72.52, Genesis Wealth Advisors, LLC's estimated gain on his SCZ holdings is $-18,099.78, reflecting a -0.60% gain to date.
Genesis Wealth Advisors, LLC SCZ ($72.52) Holding Chart
Genesis Wealth Advisors, LLC SCZ ($72.52) 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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