Hantz Financial Services, Inc. CSMD Holdings History
Hantz Financial Services, Inc.'s Congress SMid Growth ETF Holding Summary
As of 2025-03-31, Hantz Financial Services, Inc. held 6.67 Mil shares of Congress SMid Growth ETF(CSMD), totaling $184.37 Mil. This investment constitutes 3.25% of their stock portfolio, and Hantz Financial Services, Inc. now holds 67.88% of the outstanding Congress SMid Growth ETF(CSMD) stock.
The initial trade took place in 2023Q4. And since then Hantz Financial Services, Inc. has made 6 purchases of CSMD, at an average price of $27.49, for a total of 6.67 Mil shares. Based on historical transaction data and CSMD's current price of $31.43, Hantz Financial Services, Inc.'s estimated gain on his CSMD holdings is $26.24 Mil, reflecting a 14.32% gain to date.
Hantz Financial Services, Inc. CSMD ($31.43) Holding Chart
Hantz Financial Services, Inc. CSMD ($31.43) 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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