A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 20,945 shares of SMFG stock, worth $297,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,945
Previous 20,246 3.45%
Holding current value
$297,000
Previous $271,000 2.58%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$11.38 - $14.48 $7,954 - $10,121
699 Added 3.45%
20,945 $264,000
Q2 2024

Jul 16, 2024

BUY
$11.1 - $13.41 $10,689 - $12,913
963 Added 4.99%
20,246 $271,000
Q1 2024

Apr 15, 2024

SELL
$9.6 - $12.33 $324,412 - $416,667
-33,793 Reduced 63.67%
19,283 $226,000
Q4 2023

Jan 30, 2024

SELL
$9.05 - $10.15 $85,585 - $95,988
-9,457 Reduced 15.12%
53,076 $513,000
Q3 2023

Nov 13, 2023

BUY
$8.56 - $10.35 $535,282 - $647,216
62,533 New
62,533 $615,000

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $97.2B
  • Description
  • Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...
More about SMFG
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