Number of Shares
236,807.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
1.53%
Total Estimate Gain
$529,263.64
% of Total Estimate Gain
12.95%

XY Planning Network, Inc.'s Anfield U.S. Equity Sector Rotation ETF Holding Summary

As of 2025-06-30, XY Planning Network, Inc. held 236,807.00 shares of Anfield U.S. Equity Sector Rotation ETF(AESR), totaling $4.49 Mil. This investment constitutes 1.53% of their stock portfolio, and XY Planning Network, Inc. now holds 3.1% of the outstanding Anfield U.S. Equity Sector Rotation ETF(AESR) stock.

The initial trade took place in 2025Q2. And since then XY Planning Network, Inc. has made 1 purchases of AESR, at an average price of $17.26, for a total of 236,807.00 shares. Based on historical transaction data and AESR's current price of $19.50, XY Planning Network, Inc.'s estimated gain on his AESR holdings is $529,263.64, reflecting a 12.95% gain to date.

XY Planning Network, Inc. AESR ($19.50) Holding Chart

XY Planning Network, Inc. AESR ($19.50) 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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