Fingerlakes Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 3,481 shares of SCZ stock, worth $217,109. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,481

Previous 3,481 -0.0%

Holding current value

$217,109

Previous $214,000 9.81%

% of portfolio

0.2%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$60.46 - $64.81 $2,357 - $2,527	-39 Reduced 1.11%	3,481 $214,000
Q1 2024 Apr 24, 2024	SELL	$59.15 - $63.58 $1,360 - $1,462	-23 Reduced 0.65%	3,520 $222,000
Q4 2023 Jan 26, 2024	BUY	$52.38 - $61.98 $185,582 - $219,595	3,543 New	3,543 $219,000
Q2 2023 Aug 10, 2023	SELL	$57.9 - $61.26 $7,584 - $8,025	-131 Reduced 3.23%	3,928 $231,000
Q4 2022 Feb 10, 2023	SELL	$48.03 - $57.76 $3,986 - $4,794	-83 Reduced 2.0%	4,059 $229,000
Q3 2022 Oct 28, 2022	SELL	$48.3 - $59.56 $10,577 - $13,043	-219 Reduced 5.02%	4,142 $202,000
Q2 2022 Aug 05, 2022	BUY	$54.29 - $67.38 $3,854 - $4,783	71 Added 1.66%	4,361 $238,000
Q1 2022 May 06, 2022	BUY	$61.01 - $73.65 $61 - $73	1 Added 0.02%	4,290 $285,000
Q4 2021 Feb 17, 2022	BUY	$70.21 - $77.4 $301,130 - $331,968	4,289 New	4,289 $316,000

Others Institutions Holding SCZ

# of Institutions

750

Shares Held

95.5M

Call Options Held

13.7K

Put Options Held

6.6K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

More about SCZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Account

Fingerlakes Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History