Number of Shares
76,361.00
Current Holdings Value*
$2.48 Mil
% of Portfolio
2.06%
Total Estimate Gain
$187,084.45
% of Total Estimate Gain
7.52%

Spectrum Planning & Advisory Services Inc.'s iShares Large Cap Value Active ETF Holding Summary

As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 76,361.00 shares of iShares Large Cap Value Active ETF(BLCV), totaling $2.48 Mil. This investment constitutes 2.06% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 8.21% of the outstanding iShares Large Cap Value Active ETF(BLCV) stock.

The initial trade took place in 2025Q1. And since then Spectrum Planning & Advisory Services Inc. has made 1 purchases of BLCV, at an average price of $32.57, for a total of 76,361.00 shares. Based on historical transaction data and BLCV's current price of $35.02, Spectrum Planning & Advisory Services Inc.'s estimated gain on his BLCV holdings is $187,084.45, reflecting a 7.52% gain to date.

Spectrum Planning & Advisory Services Inc. BLCV ($35.02) Holding Chart

Spectrum Planning & Advisory Services Inc. BLCV ($35.02) 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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