A detailed history of United Asset Strategies, Inc. transactions in Proshares Tr Russell 2000 Divi stock. As of the latest transaction made, United Asset Strategies, Inc. holds 16,986 shares of SMDV stock, worth $1.17 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,986
Previous 12,500 35.89%
Holding current value
$1.17 Million
Previous $800,000 31.87%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Aug 01, 2024

BUY
$59.31 - $65.34 $266,064 - $293,115
4,486 Added 35.89%
16,986 $1.06 Million
Q1 2024

Apr 23, 2024

BUY
$60.2 - $64.95 $36,120 - $38,970
600 Added 5.04%
12,500 $800,000
Q4 2023

Jan 30, 2024

BUY
$53.56 - $66.2 $127,687 - $157,820
2,384 Added 25.05%
11,900 $773,000
Q3 2023

Nov 07, 2023

BUY
$56.29 - $62.52 $10,638 - $11,816
189 Added 2.03%
9,516 $538,000
Q2 2023

Jul 25, 2023

SELL
$56.62 - $61.58 $7.74 Million - $8.42 Million
-136,717 Reduced 93.61%
9,327 $551,000
Q1 2023

Jul 25, 2023

BUY
$58.57 - $66.96 $8.03 Million - $9.19 Million
137,186 Added 1548.72%
146,044 $8.91 Million
Q1 2023

Apr 25, 2023

BUY
$58.57 - $66.96 $33,970 - $38,836
580 Added 7.01%
8,858 $540,000
Q4 2022

Jan 26, 2023

BUY
$56.21 - $65.47 $465,306 - $541,960
8,278 New
8,278 $0

Others Institutions Holding SMDV

About PROSHARES TR RUSSELL 2000 DIVI


  • Ticker SMDV
  • Sector ETFs
  • Industry ETFs
More about SMDV
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