SMI Advisory Services, LLC SHLD Holdings History
SMI Advisory Services, LLC's Global X Defense Tech ETF Holding Summary
As of 2025-06-30, SMI Advisory Services, LLC held 159,858.00 shares of Global X Defense Tech ETF(SHLD), totaling $9.72 Mil. This investment constitutes 1.88% of their stock portfolio, and SMI Advisory Services, LLC now holds 0.31% of the outstanding Global X Defense Tech ETF(SHLD) stock.
The initial trade took place in 2025Q2. And since then SMI Advisory Services, LLC has made 1 purchases of SHLD, at an average price of $53.63, for a total of 159,858.00 shares. Based on historical transaction data and SHLD's current price of $61.68, SMI Advisory Services, LLC's estimated gain on his SHLD holdings is $1.29 Mil, reflecting a 15.01% gain to date.
SMI Advisory Services, LLC SHLD ($61.68) Holding Chart
SMI Advisory Services, LLC SHLD ($61.68) 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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