Number of Shares
73,889.00
Current Holdings Value*
$2.64 Mil
% of Portfolio
0.94%
Total Estimate Gain
$158,861.35
% of Total Estimate Gain
6.02%

Plan Group Financial, LLC's SPDR S&P Emerging Markets Dividend ETF Holding Summary

As of 2025-03-31, Plan Group Financial, LLC held 73,889.00 shares of SPDR S&P Emerging Markets Dividend ETF(EDIV), totaling $2.64 Mil. This investment constitutes 0.94% of their stock portfolio, and Plan Group Financial, LLC now holds 0.4% of the outstanding SPDR S&P Emerging Markets Dividend ETF(EDIV) stock.

The initial trade took place in 2025Q1. And since then Plan Group Financial, LLC has made 1 purchases of EDIV, at an average price of $35.74, for a total of 73,889.00 shares. Based on historical transaction data and EDIV's current price of $37.89, Plan Group Financial, LLC's estimated gain on his EDIV holdings is $158,861.35, reflecting a 6.02% gain to date.

Plan Group Financial, LLC EDIV ($37.89) Holding Chart

Plan Group Financial, LLC EDIV ($37.89) 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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