INTEGRITY WEALTH ADVISORS, INC. SMIG Holdings History
Number of Shares
123,203.00
Current Holdings Value*
$3.52 Mil
% of Portfolio
2.58%
Total Estimate Gain
$-128,493.23
% of Total Estimate Gain
-2.38%
INTEGRITY WEALTH ADVISORS, INC.'s Bahl & Gaynor Small/Mid Cap Income Growth ETF Holding Summary
As of 2025-03-31, INTEGRITY WEALTH ADVISORS, INC. held 123,203.00 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF(SMIG), totaling $3.52 Mil. This investment constitutes 2.58% of their stock portfolio, and INTEGRITY WEALTH ADVISORS, INC. now holds 0.34% of the outstanding Bahl & Gaynor Small/Mid Cap Income Growth ETF(SMIG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $29.30 for 55,505.00 shares. Based on historical transaction data and SMIG's current price of $29.49, INTEGRITY WEALTH ADVISORS, INC.'s estimated gain on his SMIG holdings is $-128,493.23, reflecting a -2.38% gain to date.
INTEGRITY WEALTH ADVISORS, INC. SMIG ($29.49) Holding Chart
INTEGRITY WEALTH ADVISORS, INC. SMIG ($29.49) 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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