Number of Shares
138,907.00
Current Holdings Value*
$6.59 Mil
% of Portfolio
1.96%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
15.36%

Keystone Financial Planning, Inc.'s Bank of Nova Scotia Holding Summary

As of 2025-03-31, Keystone Financial Planning, Inc. held 138,907.00 shares of Bank of Nova Scotia(BNS), totaling $6.59 Mil. This investment constitutes 1.96% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0.01% of the outstanding Bank of Nova Scotia(BNS) stock.

The initial trade took place in 2024Q2. And since then Keystone Financial Planning, Inc. has made 3 purchases of BNS, at an average price of $47.54, for a total of 138,964.00 shares. In addition, there have been 1 sales at an average price of $53.98 for 57.00 shares. Based on historical transaction data and BNS's current price of $54.84, Keystone Financial Planning, Inc.'s estimated gain on his BNS holdings is $1.01 Mil, reflecting a 15.36% gain to date.

Keystone Financial Planning, Inc. BNS ($54.84) Holding Chart

Keystone Financial Planning, Inc. BNS ($54.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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