LANDMARK WEALTH MANAGEMENT, INC. SMLF Holdings History
LANDMARK WEALTH MANAGEMENT, INC.'s iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, LANDMARK WEALTH MANAGEMENT, INC. held 26,190.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $1.63 Mil. This investment constitutes 0.78% of their stock portfolio, and LANDMARK WEALTH MANAGEMENT, INC. now holds 0.1% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2024Q2. And since then LANDMARK WEALTH MANAGEMENT, INC. has made 2 purchases of SMLF, at an average price of $61.49, for a total of 147,480.00 shares. In addition, there have been 2 sales at an average price of $67.40 for 121,290.00 shares. Based on historical transaction data and SMLF's current price of $70.06, LANDMARK WEALTH MANAGEMENT, INC.'s estimated gain on his SMLF holdings is $940,640.73, reflecting a 10.37% gain to date.
LANDMARK WEALTH MANAGEMENT, INC. SMLF ($70.06) Holding Chart
LANDMARK WEALTH MANAGEMENT, INC. SMLF ($70.06) 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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