Spectrum Planning & Advisory Services Inc. EFG Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, Spectrum Planning & Advisory Services Inc. held 29,338.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $3.29 Mil. This investment constitutes 2.13% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.02% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2020Q4. And since then Spectrum Planning & Advisory Services Inc. has made 11 purchases of EFG, at an average price of $95.79, for a total of 111,133.00 shares. In addition, there have been 6 sales at an average price of $96.16 for 81,795.00 shares. Based on historical transaction data and EFG's current price of $109.95, Spectrum Planning & Advisory Services Inc.'s estimated gain on his EFG holdings is $445,792.38, reflecting a 4.19% gain to date.
Spectrum Planning & Advisory Services Inc. EFG ($109.95) Holding Chart
Spectrum Planning & Advisory Services Inc. EFG ($109.95) 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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