Fonville Wealth Management LLC Ishares Tr Msci Eafe Small Cap Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Fonville Wealth Management LLC holds 87,092 shares of SCZ stock, worth $5.45 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
87,092
Previous 81,483 6.88%
Holding current value
$5.45 Million
Previous $5.52 Billion 4.09%
% of portfolio
1.75%
Previous 1.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$60.13 - $67.31 $337,269 - $377,541
5,609 Added 6.88%
87,092 $5.29 Billion
Q3 2024

Oct 28, 2024
BUY
$60.13 - $68.17 $567,446 - $643,320
9,437 Added 13.1%
81,483 $5.52 Billion
Q2 2024

Jul 30, 2024
BUY
$60.46 - $64.81 $557,138 - $597,224
9,215 Added 14.67%
72,046 $4.44 Billion
Q1 2024

Apr 26, 2024
BUY
$59.15 - $63.58 $453,443 - $487,404
7,666 Added 13.9%
62,831 $3.98 Billion
Q4 2023

Jan 31, 2024
BUY
$52.38 - $61.98 $2.89 Million - $3.42 Million
55,165 New
55,165 $3.41 Billion

Others Institutions Holding SCZ

# of Institutions
751
Shares Held
95.5M
Call Options Held
13.7K
Put Options Held
6.6K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

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

Track Fonville Wealth Management LLC Portfolio

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

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email