Strategic Planning Group, LLC MORGAN STANLEY ETF TRUST Transaction History

Strategic Planning Group, LLC

  • $740 Billion
  • Q3 2025
Number of Shares
400,948
Previous 363,782 10.22%
Holding current value
$20.6 Billion
Previous $18.5 Billion 11.48%
% of portfolio
2.79%
Previous 3.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
37,166 Added 10.22%
400,948 $20.6 Billion
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
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