Retirement Wealth Solutions LLC
PensionPosition in SMIZ — Zacks Small/Mid Cap ETF
CIK 2044741
MARSHFIELD, WI
All Filings in SMIZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 SMIZ | $18,347 | 496 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 SMIZ | $17,330 | 464 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 SMIZ | $15,860 | 468 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 SMIZ | $13,070 | 432 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 SMIZ | $13,205 | 398 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||