Number of Shares
34,474.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
3.12%
Total Estimate Gain
$465,567.99
% of Total Estimate Gain
13.86%

SpringVest Wealth Management LLC's American Electric Power Co Inc Holding Summary

As of 2025-03-31, SpringVest Wealth Management LLC held 34,474.00 shares of American Electric Power Co Inc(AEP), totaling $3.77 Mil. This investment constitutes 3.12% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.01% of the outstanding American Electric Power Co Inc(AEP) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.30 for 261.00 shares. Based on historical transaction data and AEP's current price of $110.16, SpringVest Wealth Management LLC's estimated gain on his AEP holdings is $465,567.99, reflecting a 13.86% gain to date.

SpringVest Wealth Management LLC AEP ($110.16) Holding Chart

SpringVest Wealth Management LLC AEP ($110.16) 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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