WealthOne, LLC SMMD Holdings History
WealthOne, LLC's iShares Russell 2500 ETF Holding Summary
As of 2023-09-30, WealthOne, LLC held 249,984.00 shares of iShares Russell 2500 ETF(SMMD), totaling $13.63 Mil. This investment constitutes 5.5% of their stock portfolio, and WealthOne, LLC now holds 1.97% of the outstanding iShares Russell 2500 ETF(SMMD) stock.
The initial trade took place in 2021Q3. And since then WealthOne, LLC has made 10 purchases of SMMD, at an average price of $62.87, for a total of 249,984.00 shares. Based on historical transaction data and SMMD's current price of $70.07, WealthOne, LLC's estimated gain on his SMMD holdings is $1.80 Mil, reflecting a 11.45% gain to date.
WealthOne, LLC SMMD ($70.07) Holding Chart
WealthOne, LLC SMMD ($70.07) 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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