Atlas Private Wealth Advisors SPDW Holdings History
Atlas Private Wealth Advisors's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 995,977.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $36.26 Mil. This investment constitutes 5.09% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.15% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q3. And since then Atlas Private Wealth Advisors has made 11 purchases of SPDW, at an average price of $33.82, for a total of 1.59 Mil shares. In addition, there have been 4 sales at an average price of $35.15 for 593,143.00 shares. Based on historical transaction data and SPDW's current price of $40.38, Atlas Private Wealth Advisors's estimated gain on his SPDW holdings is $7.32 Mil, reflecting a 13.62% gain to date.
Atlas Private Wealth Advisors SPDW ($40.38) Holding Chart
Atlas Private Wealth Advisors SPDW ($40.38) 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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