STRATEGIC PLANNING GROUP, LLC EVTR Holdings History
STRATEGIC PLANNING GROUP, LLC's MORGAN STANLEY ETF Holding Summary
As of 2025-06-30, STRATEGIC PLANNING GROUP, LLC held 363,782.00 shares of MORGAN STANLEY ETF(EVTR), totaling $18.50 Mil. This investment constitutes 3.01% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0.88% of the outstanding MORGAN STANLEY ETF(EVTR) stock.
The initial trade took place in 2025Q1. And since then STRATEGIC PLANNING GROUP, LLC has made 2 purchases of EVTR, at an average price of $50.31, for a total of 363,782.00 shares. Based on historical transaction data and EVTR's current price of $50.47, STRATEGIC PLANNING GROUP, LLC's estimated gain on his EVTR holdings is $57,681.72, reflecting a 0.32% gain to date.
STRATEGIC PLANNING GROUP, LLC EVTR ($50.47) Holding Chart
STRATEGIC PLANNING GROUP, LLC EVTR ($50.47) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
