Omega Financial Group, LLC SCZ Holdings History
Omega Financial Group, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 138,967.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $8.83 Mil. This investment constitutes 3.39% of their stock portfolio, and Omega Financial Group, LLC now holds 0.1% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 17 purchases of SCZ, at an average price of $61.53, for a total of 151,314.00 shares. In addition, there have been 8 sales at an average price of $59.23 for 12,347.00 shares. Based on historical transaction data and SCZ's current price of $72.78, Omega Financial Group, LLC's estimated gain on his SCZ holdings is $1.53 Mil, reflecting a 16.48% gain to date.
Omega Financial Group, LLC SCZ ($72.78) Holding Chart
Omega Financial Group, LLC SCZ ($72.78) 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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