Landmark Wealth Management, LLC SMDV Holdings History
Landmark Wealth Management, LLC's ProShares Russell 2000 Div Growers ETF Holding Summary
As of 2025-03-31, Landmark Wealth Management, LLC held 47,891.00 shares of ProShares Russell 2000 Div Growers ETF(SMDV), totaling $3.14 Mil. This investment constitutes 1.38% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.47% of the outstanding ProShares Russell 2000 Div Growers ETF(SMDV) stock.
The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 6 purchases of SMDV, at an average price of $63.74, for a total of 123,238.00 shares. In addition, there have been 7 sales at an average price of $63.70 for 75,347.00 shares. Based on historical transaction data and SMDV's current price of $66.64, Landmark Wealth Management, LLC's estimated gain on his SMDV holdings is $135,506.73, reflecting a 1.72% gain to date.
Landmark Wealth Management, LLC SMDV ($66.64) Holding Chart
Landmark Wealth Management, LLC SMDV ($66.64) 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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