Sanchez Wealth Management Group SMIZ Holdings History
Sanchez Wealth Management Group's Zacks Small/Mid Cap ETF Holding Summary
As of 2025-03-31, Sanchez Wealth Management Group held 178,765.00 shares of Zacks Small/Mid Cap ETF(SMIZ), totaling $5.41 Mil. This investment constitutes 1.47% of their stock portfolio, and Sanchez Wealth Management Group now holds 5.06% of the outstanding Zacks Small/Mid Cap ETF(SMIZ) stock.
The initial trade took place in 2025Q1. And since then Sanchez Wealth Management Group has made 1 purchases of SMIZ, at an average price of $32.64, for a total of 178,765.00 shares. Based on historical transaction data and SMIZ's current price of $34.45, Sanchez Wealth Management Group's estimated gain on his SMIZ holdings is $324,369.09, reflecting a 5.56% gain to date.
Sanchez Wealth Management Group SMIZ ($34.45) Holding Chart
Sanchez Wealth Management Group SMIZ ($34.45) 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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