Number of Shares
159,858.00
Current Holdings Value*
$9.72 Mil
% of Portfolio
1.88%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
15.38%

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 $61.88, SMI Advisory Services, LLC's estimated gain on his SHLD holdings is $1.32 Mil, reflecting a 15.38% gain to date.

SMI Advisory Services, LLC SHLD ($61.88) Holding Chart

SMI Advisory Services, LLC SHLD ($61.88) 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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