RAYMOND JAMES TRUST N.A. SMMV Holdings History
RAYMOND JAMES TRUST N.A.'s iShares MSCI USA Small-Cap Min Vol Factor ETF Holding Summary
As of 2024-09-30, RAYMOND JAMES TRUST N.A. held 9,860.00 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV), totaling $402,290.00. This investment constitutes 0.01% of their stock portfolio, and RAYMOND JAMES TRUST N.A. now holds 0.13% of the outstanding iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV) stock.
The initial trade took place in 2021Q3. And since then RAYMOND JAMES TRUST N.A. has made 9 purchases of SMMV, at an average price of $37.15, for a total of 157,860.00 shares. In addition, there have been 3 sales at an average price of $39.22 for 148,000.00 shares. Based on historical transaction data and SMMV's current price of $41.71, RAYMOND JAMES TRUST N.A.'s estimated gain on his SMMV holdings is $351,665.03, reflecting a 6.00% gain to date.
RAYMOND JAMES TRUST N.A. SMMV ($41.71) Holding Chart
RAYMOND JAMES TRUST N.A. SMMV ($41.71) 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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