Kowal Investment Group, LLC SMIZ Holdings History
Kowal Investment Group, LLC's Zacks Small/Mid Cap ETF Holding Summary
As of 2024-09-30, Kowal Investment Group, LLC held 126,989.00 shares of Zacks Small/Mid Cap ETF(SMIZ), totaling $4.20 Mil. This investment constitutes 0.77% of their stock portfolio, and Kowal Investment Group, LLC now holds 5.34% of the outstanding Zacks Small/Mid Cap ETF(SMIZ) stock.
The initial trade took place in 2024Q1. And since then Kowal Investment Group, LLC has made 2 purchases of SMIZ, at an average price of $30.72, for a total of 488,326.00 shares. In addition, there have been 1 sales at an average price of $31.55 for 361,337.00 shares. Based on historical transaction data and SMIZ's current price of $34.58, Kowal Investment Group, LLC's estimated gain on his SMIZ holdings is $792,388.39, reflecting a 5.28% gain to date.
Kowal Investment Group, LLC SMIZ ($34.58) Holding Chart
Kowal Investment Group, LLC SMIZ ($34.58) 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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