Stonebridge Financial Planning Group, LLC BIZD Holdings History
Stonebridge Financial Planning Group, LLC's VanEck BDC Income ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 97,755.00 shares of VanEck BDC Income ETF(BIZD), totaling $1.64 Mil. This investment constitutes 0.75% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.1% of the outstanding VanEck BDC Income ETF(BIZD) stock.
The initial trade took place in 2023Q4. And since then Stonebridge Financial Planning Group, LLC has made 6 purchases of BIZD, at an average price of $16.67, for a total of 97,755.00 shares. Based on historical transaction data and BIZD's current price of $16.75, Stonebridge Financial Planning Group, LLC's estimated gain on his BIZD holdings is $8,281.68, reflecting a 0.51% gain to date.
Stonebridge Financial Planning Group, LLC BIZD ($16.75) Holding Chart
Stonebridge Financial Planning Group, LLC BIZD ($16.75) 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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