Institutions / Smith Chas P & Associates Pa Cpas / Activity
Activity — Smith Chas P & Associates Pa Cpas
8 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Salesforce Inc Common stock | $466.5K | +2K | 2,499 0.03% of portfolio | low |
| Q1 2026 as of | New | 464287507 Common stock | $400.4K | +6K | 5,929 0.02% of portfolio | low |
| Q1 2026 as of | New | 464287846 Common stock | $285.2K | +2K | 1,800 0.02% of portfolio | low |
| Q1 2026 as of | New | Kimberly Clark Corp Common stock | $221.3K | +2K | 2,294 0.01% of portfolio | low |
| Q1 2026 as of | New | NZF Nuveen Municipal Credit Income Fund Closed-End Fund | $150.8K | +12K | 12,385 <0.01% of portfolio | low |
| Q1 2026 as of | New | 21924B302 Common stock | $150.4K | +21K | 20,663 <0.01% of portfolio | low |
| Q1 2026 as of | New | 88636W288 Common stock | $134.2K | +13K | 13,115 <0.01% of portfolio | low |
| Q1 2026 as of | New | NMZ Nuveen Municipal High Income Opportunity Fund Closed-End Fund | $122.5K | +12K | 11,800 <0.01% of portfolio | low |