A detailed history of Partnership Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 30,781 shares of SCZ stock, worth $1.87 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
30,781
Previous 6,413 379.98%
Holding current value
$1.87 Million
Previous $395 Million 427.14%
% of portfolio
1.47%
Previous 0.29%

Shares

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

Oct 08, 2024

BUY
$60.13 - $68.17 $1.47 Million - $1.66 Million
24,368 Added 379.98%
30,781 $2.08 Billion
Q2 2024

Jul 03, 2024

SELL
$60.46 - $64.81 $39,843 - $42,709
-659 Reduced 9.32%
6,413 $395 Million
Q1 2024

Apr 10, 2024

BUY
$59.15 - $63.58 $6,979 - $7,502
118 Added 1.7%
7,072 $448 Million
Q4 2023

Feb 07, 2024

BUY
$52.38 - $61.98 $364,250 - $431,008
6,954 New
6,954 $419 Million

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership 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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.