Monument Group Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Monument Group Wealth Advisors, LLC

  • $144 Billion
  • Q1 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 19,237 shares of SCZ stock, worth $1.28 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
19,237
Previous 19,260 0.12%
Holding current value
$1.28 Million
Previous $1.17 Billion 4.45%
% of portfolio
0.85%
Previous 0.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$59.28 - $66.1 $1,363 - $1,520
-23 Reduced 0.12%
19,237 $1.22 Billion
Q4 2024

Jan 15, 2025
SELL
$60.13 - $67.31 $130,181 - $145,726
-2,165 Reduced 10.11%
19,260 $1.17 Billion
Q3 2024

Oct 18, 2024
BUY
$60.13 - $68.17 $36,799 - $41,720
612 Added 2.94%
21,425 $1.45 Billion
Q1 2024

May 07, 2024
BUY
$59.15 - $63.58 $57,198 - $61,481
967 Added 4.87%
20,813 $1.32 Billion
Q4 2023

Feb 01, 2024
BUY
$52.38 - $61.98 $1.04 Million - $1.23 Million
19,846 New
19,846 $1.23 Billion

Others Institutions Holding SCZ

# of Institutions
776
Shares Held
96.5M
Call Options Held
10.8K
Put Options Held
4.7K
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 Monument Group Wealth Advisors, LLC Portfolio

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

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email