Number of Shares
73,027.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
2.83%
Total Estimate Gain
$-36,120.38
% of Total Estimate Gain
-0.45%

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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