PTM WEALTH MANAGEMENT, LLC SMLF Holdings History
PTM WEALTH MANAGEMENT, LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-06-30, PTM WEALTH MANAGEMENT, LLC held 163,062.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $11.38 Mil. This investment constitutes 7.53% of their stock portfolio, and PTM WEALTH MANAGEMENT, LLC now holds 0.61% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2025Q2. And since then PTM WEALTH MANAGEMENT, LLC has made 1 purchases of SMLF, at an average price of $63.28, for a total of 163,062.00 shares. Based on historical transaction data and SMLF's current price of $70.06, PTM WEALTH MANAGEMENT, LLC's estimated gain on his SMLF holdings is $1.11 Mil, reflecting a 10.71% gain to date.
PTM WEALTH MANAGEMENT, LLC SMLF ($70.06) Holding Chart
PTM WEALTH MANAGEMENT, LLC SMLF ($70.06) 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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