SSWM
SMLE

Sheets Smith Wealth Management’s Xtrackers S&P SmallCap 600 ESG ETF SMLE Stock Holding History

Sheets Smith Wealth Management’s Portfolio SMLE Stock Details SMLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,098
Closed -$140K – 522
2023
Q3 		$140K Buy
+6,098
New +$148K 0.02% 328

Other funds holding SMLE

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return