Talisman Wealth Advisors LLC SMLF Holdings History
Talisman Wealth Advisors LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary
As of 2025-03-31, Talisman Wealth Advisors LLC held 10,883.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $676,470.00. This investment constitutes 0.69% of their stock portfolio, and Talisman Wealth Advisors LLC now holds 0.04% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.
The initial trade took place in 2025Q1. And since then Talisman Wealth Advisors LLC has made 1 purchases of SMLF, at an average price of $67.26, for a total of 10,883.00 shares. Based on historical transaction data and SMLF's current price of $67.86, Talisman Wealth Advisors LLC's estimated gain on his SMLF holdings is $6,529.80, reflecting a 0.89% gain to date.
Talisman Wealth Advisors LLC SMLF ($67.86) Holding Chart
Talisman Wealth Advisors LLC SMLF ($67.86) 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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