Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$63,957.74
% of Total Estimate Gain
9.63%

Vahanian & Associates Financial Planning Inc.'s SPDR S&P Regional Banking ETF Holding Summary

As of 2023-12-31, Vahanian & Associates Financial Planning Inc. held - shares of SPDR S&P Regional Banking ETF(KRE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Vahanian & Associates Financial Planning Inc. now holds 0% of the outstanding SPDR S&P Regional Banking ETF(KRE) stock.

The initial trade took place in 2023Q2. And since then Vahanian & Associates Financial Planning Inc. has made 1 purchases of KRE, at an average price of $40.75, for a total of 16,292.00 shares. In addition, there have been 2 sales at an average price of $44.68 for 16,292.00 shares. Based on historical transaction data and KRE's current price of $62.18, Vahanian & Associates Financial Planning Inc.'s estimated gain on his KRE holdings is $63,957.74, reflecting a 9.63% gain to date.

Vahanian & Associates Financial Planning Inc. KRE ($62.18) Holding Chart

Vahanian & Associates Financial Planning Inc. KRE ($62.18) 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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