Wealth Management Solutions, LLC SCZ Holdings History
Wealth Management Solutions, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 73,027.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $4.12 Mil. This investment constitutes 2.83% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.04% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2021Q4. And since then Wealth Management Solutions, LLC has made 3 purchases of SCZ, at an average price of $65.80, for a total of 123,290.00 shares. In addition, there have been 4 sales at an average price of $55.17 for 50,263.00 shares. Based on historical transaction data and SCZ's current price of $72.62, Wealth Management Solutions, LLC's estimated gain on his SCZ holdings is $-36,120.38, reflecting a -0.45% gain to date.
Wealth Management Solutions, LLC SCZ ($72.62) Holding Chart
Wealth Management Solutions, LLC SCZ ($72.62) 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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