Plan Group Financial, LLC EDIV Holdings History
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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