High Net Worth Advisory Group LLC SMMV Holdings History
High Net Worth Advisory Group LLC's iShares MSCI USA Small-Cap Min Vol Factor ETF Holding Summary
As of 2025-03-31, High Net Worth Advisory Group LLC held 11,161.00 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV), totaling $462,630.00. This investment constitutes 0.13% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0.16% of the outstanding iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 4 purchases of SMMV, at an average price of $37.89, for a total of 65,811.00 shares. In addition, there have been 10 sales at an average price of $38.91 for 54,650.00 shares. Based on historical transaction data and SMMV's current price of $42.10, High Net Worth Advisory Group LLC's estimated gain on his SMMV holdings is $102,755.24, reflecting a 4.12% gain to date.
High Net Worth Advisory Group LLC SMMV ($42.10) Holding Chart
High Net Worth Advisory Group LLC SMMV ($42.10) 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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