Essex Private Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Essex Private Wealth Management, LLC

  • $37.8 Million
  • Q3 2024

A detailed history of Essex Private Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 3,022 shares of SCZ stock, worth $194,284. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,022
Holding current value
$194,284
% of portfolio
0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$60.13 - $68.17 $181,712 - $206,009
3,022 New
3,022 $204,000
Q1 2022

May 16, 2022
SELL
$61.01 - $73.65 $168,814 - $203,789
-2,767 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
$72.22 - $79.08 $22,171 - $24,277
-307 Reduced 9.99%
2,767 $206,000
Q4 2020

Feb 12, 2021
BUY
$56.79 - $68.74 $174,572 - $211,306
3,074 New
3,074 $210,000

Others Institutions Holding SCZ

# of Institutions
780
Shares Held
96.1M
Call Options Held
10.8K
Put Options Held
4.7K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Essex Private Wealth Management, LLC Portfolio

Follow Essex Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email