Spectrum Planning & Advisory Services Inc. EFV Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 112,584.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $6.64 Mil. This investment constitutes 5.52% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q1. And since then Spectrum Planning & Advisory Services Inc. has made 10 purchases of EFV, at an average price of $51.58, for a total of 219,970.00 shares. In addition, there have been 6 sales at an average price of $49.28 for 107,386.00 shares. Based on historical transaction data and EFV's current price of $63.95, Spectrum Planning & Advisory Services Inc.'s estimated gain on his EFV holdings is $1.14 Mil, reflecting a 10.09% gain to date.
Spectrum Planning & Advisory Services Inc. EFV ($63.95) Holding Chart
Spectrum Planning & Advisory Services Inc. EFV ($63.95) 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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