Gen Wealth Partners Inc Proshares Tr Russell 2000 Divi Transaction History

Gen Wealth Partners Inc

$296 Billion
Q3 2025

A detailed history of Gen Wealth Partners Inc transactions in Proshares Tr Russell 2000 Divi stock. As of the latest transaction made, Gen Wealth Partners Inc holds 8,918 shares of SMDV stock, worth $583,058. This represents 0.2% of its overall portfolio holdings.

Number of Shares

8,918

Holding current value

$583,058

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$63.98 - $69.04 $570,573 - $615,698	8,918 New	8,918 $594 Million

Others Institutions Holding SMDV

# of Institutions

140

Shares Held

5.68M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

982K
Shares

$64.2 Million
0.0% of portfolio
Capital Investment Advisors, LLC

413K
Shares

$27 Million
0.47% of portfolio
Ubs Group Ag

412K
Shares

$26.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

311K
Shares

$20.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

294K
Shares

$19.2 Million
0.01% of portfolio

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About PROSHARES TR RUSSELL 2000 DIVI

Ticker SMDV
Sector ETFs
Industry ETFs

More about SMDV

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Gen Wealth Partners Inc Proshares Tr Russell 2000 Divi Transaction History