XY Planning Network, Inc. AESR Holdings History
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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