A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Msci India Small Cap I stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 41,520 shares of SMIN stock, worth $3.45 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
41,520
Previous 39,520 5.06%
Holding current value
$3.45 Million
Previous $3.2 Million 11.7%
% of portfolio
2.57%
Previous 2.55%

Shares

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

Nov 01, 2024

BUY
$79.48 - $86.97 $158,960 - $173,940
2,000 Added 5.06%
41,520 $3.57 Million
Q2 2024

Aug 01, 2024

SELL
$71.56 - $81.09 $393,580 - $445,995
-5,500 Reduced 12.22%
39,520 $3.2 Million
Q1 2024

May 07, 2024

BUY
$66.69 - $74.57 $3 Million - $3.36 Million
45,020 New
45,020 $3.16 Million

Others Institutions Holding SMIN

About ISHARES MSCI INDIA SMALL CAP I


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

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, 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 Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.