MONEY CONCEPTS CAPITAL CORP SVAL Holdings History
MONEY CONCEPTS CAPITAL CORP's iShares US Small Cap Value Factor ETF Holding Summary
As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 2.19 Mil shares of iShares US Small Cap Value Factor ETF(SVAL), totaling $65.84 Mil. This investment constitutes 4.93% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 51.03% of the outstanding iShares US Small Cap Value Factor ETF(SVAL) stock.
The initial trade took place in 2024Q3. And since then MONEY CONCEPTS CAPITAL CORP has made 3 purchases of SVAL, at an average price of $31.62, for a total of 2.19 Mil shares. Based on historical transaction data and SVAL's current price of $32.56, MONEY CONCEPTS CAPITAL CORP's estimated gain on his SVAL holdings is $2.06 Mil, reflecting a 2.97% gain to date.
MONEY CONCEPTS CAPITAL CORP SVAL ($32.56) Holding Chart
MONEY CONCEPTS CAPITAL CORP SVAL ($32.56) 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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