Number of Shares
138,078.00
Current Holdings Value*
$3.61 Mil
% of Portfolio
3.01%
Total Estimate Gain
$223,865.86
% of Total Estimate Gain
5.85%

Spectrum Planning & Advisory Services Inc.'s BlackRock U.S. Industry Rotation ETF Holding Summary

As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 138,078.00 shares of BlackRock U.S. Industry Rotation ETF(INRO), totaling $3.61 Mil. This investment constitutes 3.01% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 15.01% of the outstanding BlackRock U.S. Industry Rotation ETF(INRO) stock.

The initial trade took place in 2025Q1. And since then Spectrum Planning & Advisory Services Inc. has made 1 purchases of INRO, at an average price of $27.71, for a total of 138,078.00 shares. Based on historical transaction data and INRO's current price of $29.33, Spectrum Planning & Advisory Services Inc.'s estimated gain on his INRO holdings is $223,865.86, reflecting a 5.85% gain to date.

Spectrum Planning & Advisory Services Inc. INRO ($29.33) Holding Chart

Spectrum Planning & Advisory Services Inc. INRO ($29.33) 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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