Up Strategic Wealth Investment Advisors LLC Ishares Tr Msci Eafe Small Cap Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 5,113 shares of SCZ stock, worth $312,353. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,113
Previous 5,113 -0.0%
Holding current value
$312,353
Previous $315 Million 9.83%
% of portfolio
0.39%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$60.46 - $64.81 $40,145 - $43,033
664 Added 14.92%
5,113 $315 Million
Q1 2024

May 15, 2024
SELL
$59.15 - $63.58 $9,523 - $10,236
-161 Reduced 3.49%
4,449 $282 Million
Q4 2023

Feb 13, 2024
BUY
$52.38 - $61.98 $241,471 - $285,727
4,610 New
4,610 $285 Million

About ISHARES TR MSCI EAFE SMALL CAP

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

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment 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 Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email