Number of Shares
31,111.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
1.33%
Total Estimate Gain
$-1,384.00
% of Total Estimate Gain
-0.09%

STAGE HARBOR FINANCIAL, LLC's MORGAN STANLEY ETF Holding Summary

As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 31,111.00 shares of MORGAN STANLEY ETF(EVTR), totaling $1.58 Mil. This investment constitutes 1.33% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.09% of the outstanding MORGAN STANLEY ETF(EVTR) stock.

The initial trade took place in 2024Q3. And since then STAGE HARBOR FINANCIAL, LLC has made 3 purchases of EVTR, at an average price of $50.59, for a total of 31,111.00 shares. Based on historical transaction data and EVTR's current price of $50.55, STAGE HARBOR FINANCIAL, LLC's estimated gain on his EVTR holdings is $-1,384.00, reflecting a -0.09% gain to date.

STAGE HARBOR FINANCIAL, LLC EVTR ($50.55) Holding Chart

STAGE HARBOR FINANCIAL, LLC EVTR ($50.55) 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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