Sanford Advisory Services, LLC SMLF Holdings History
Sanford Advisory Services, LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2022-12-31, Sanford Advisory Services, LLC held 222,935.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $11.07 Mil. This investment constitutes 2.64% of their stock portfolio, and Sanford Advisory Services, LLC now holds 1.19% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2022Q2. And since then Sanford Advisory Services, LLC has made 3 purchases of SMLF, at an average price of $49.74, for a total of 222,935.00 shares. Based on historical transaction data and SMLF's current price of $69.45, Sanford Advisory Services, LLC's estimated gain on his SMLF holdings is $4.39 Mil, reflecting a 39.64% gain to date.
Sanford Advisory Services, LLC SMLF ($69.45) Holding Chart
Sanford Advisory Services, LLC SMLF ($69.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
