Number of Shares
238,633.00
Current Holdings Value*
$8.54 Mil
% of Portfolio
4.55%
Total Estimate Gain
$2.21 Mil
% of Total Estimate Gain
27.90%

Planning Solutions Group LLC's SPDR Portfolio Emerging Markets ETF Holding Summary

As of 2019-06-30, Planning Solutions Group LLC held 238,633.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $8.54 Mil. This investment constitutes 4.55% of their stock portfolio, and Planning Solutions Group LLC now holds 0.15% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.

The initial trade took place in 2018Q4. And since then Planning Solutions Group LLC has made 1 purchases of SPEM, at an average price of $32.96, for a total of 240,121.00 shares. In addition, there have been 1 sales at an average price of $35.43 for 1,488.00 shares. Based on historical transaction data and SPEM's current price of $42.20, Planning Solutions Group LLC's estimated gain on his SPEM holdings is $2.21 Mil, reflecting a 27.90% gain to date.

Planning Solutions Group LLC SPEM ($42.20) Holding Chart

Planning Solutions Group LLC SPEM ($42.20) 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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