STRATEGIC PLANNING GROUP, LLC EVTR Holdings History
STRATEGIC PLANNING GROUP, LLC's MORGAN STANLEY ETF Holding Summary
As of 2025-03-31, STRATEGIC PLANNING GROUP, LLC held 337,612.00 shares of MORGAN STANLEY ETF(EVTR), totaling $17.09 Mil. This investment constitutes 3.35% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 1.07% of the outstanding MORGAN STANLEY ETF(EVTR) stock.
The initial trade took place in 2025Q1. And since then STRATEGIC PLANNING GROUP, LLC has made 1 purchases of EVTR, at an average price of $50.31, for a total of 337,612.00 shares. Based on historical transaction data and EVTR's current price of $50.92, STRATEGIC PLANNING GROUP, LLC's estimated gain on his EVTR holdings is $205,943.32, reflecting a 1.21% gain to date.
STRATEGIC PLANNING GROUP, LLC EVTR ($50.92) Holding Chart
STRATEGIC PLANNING GROUP, LLC EVTR ($50.92) 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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