Navigation Wealth Management, Inc. SMIZ Holdings History
Navigation Wealth Management, Inc.'s Zacks Small/Mid Cap ETF Holding Summary
As of 2025-03-31, Navigation Wealth Management, Inc. held 10,781.00 shares of Zacks Small/Mid Cap ETF(SMIZ), totaling $326,440.00. This investment constitutes 0.5% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0.3% of the outstanding Zacks Small/Mid Cap ETF(SMIZ) stock.
The initial trade took place in 2025Q1. And since then Navigation Wealth Management, Inc. has made 1 purchases of SMIZ, at an average price of $32.64, for a total of 10,781.00 shares. Based on historical transaction data and SMIZ's current price of $34.32, Navigation Wealth Management, Inc.'s estimated gain on his SMIZ holdings is $18,111.00, reflecting a 5.15% gain to date.
Navigation Wealth Management, Inc. SMIZ ($34.32) Holding Chart
Navigation Wealth Management, Inc. SMIZ ($34.32) 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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