HERITAGE WEALTH MANAGEMENT, LLC SMMD Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's iShares Russell 2500 ETF Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 193,720.00 shares of iShares Russell 2500 ETF(SMMD), totaling $12.13 Mil. This investment constitutes 6.73% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Russell 2500 ETF(SMMD) stock.
The initial trade took place in 2021Q2. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 6 purchases of SMMD, at an average price of $58.57, for a total of 974,533.00 shares. In addition, there have been 3 sales at an average price of $55.57 for 780,813.00 shares. Based on historical transaction data and SMMD's current price of $70.08, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his SMMD holdings is $-115,661.18, reflecting a -0.20% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC SMMD ($70.08) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC SMMD ($70.08) 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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