Strategic Planning Group, LLC MORGAN STANLEY ETF TRUST Transaction History

Strategic Planning Group, LLC

  • $616 Billion
  • Q2 2025
Number of Shares
363,782
Previous 337,612 7.75%
Holding current value
$18.5 Billion
Previous $17.1 Billion 8.25%
% of portfolio
3.01%
Previous 3.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
N/A
26,170 Added 7.75%
363,782 $18.5 Billion
Q1 2025

Apr 10, 2025
BUY
N/A
337,612 New
337,612 $17.1 Billion
Track This Portfolio

Track Strategic Planning Group, LLC Portfolio

Follow Strategic Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email