Plan Group Financial, LLC EMB Holdings History
Plan Group Financial, LLC's iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 64,361.00 shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling $5.83 Mil. This investment constitutes 2.08% of their stock portfolio, and Plan Group Financial, LLC now holds 0.05% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.
The initial trade took place in 2023Q2. And since then Plan Group Financial, LLC has made 7 purchases of EMB, at an average price of $86.10, for a total of 95,003.00 shares. In addition, there have been 1 sales at an average price of $84.22 for 30,642.00 shares. Based on historical transaction data and EMB's current price of $91.90, Plan Group Financial, LLC's estimated gain on his EMB holdings is $315,918.35, reflecting a 3.86% gain to date.
Plan Group Financial, LLC EMB ($91.90) Holding Chart
Plan Group Financial, LLC EMB ($91.90) 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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