MY Wealth Management Inc. SMB Holdings History
Number of Shares
253,241.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
4.19%
Total Estimate Gain
$45,583.38
% of Total Estimate Gain
1.05%
MY Wealth Management Inc.'s VanEck Short Muni ETF Holding Summary
As of 2025-06-30, MY Wealth Management Inc. held 253,241.00 shares of VanEck Short Muni ETF(SMB), totaling $4.37 Mil. This investment constitutes 4.19% of their stock portfolio, and MY Wealth Management Inc. now holds 1.59% of the outstanding VanEck Short Muni ETF(SMB) stock.
The initial trade took place in 2025Q2. And since then MY Wealth Management Inc. has made 1 purchases of SMB, at an average price of $17.09, for a total of 253,241.00 shares. Based on historical transaction data and SMB's current price of $17.27, MY Wealth Management Inc.'s estimated gain on his SMB holdings is $45,583.38, reflecting a 1.05% gain to date.
MY Wealth Management Inc. SMB ($17.27) Holding Chart
MY Wealth Management Inc. SMB ($17.27) 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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