Berger Financial Group, Inc SPDW Holdings History
Berger Financial Group, Inc's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 17,963.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $654,030.00. This investment constitutes 0.05% of their stock portfolio, and Berger Financial Group, Inc now holds 0% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q1. And since then Berger Financial Group, Inc has made 16 purchases of SPDW, at an average price of $34.07, for a total of 416,939.00 shares. In addition, there have been 1 sales at an average price of $36.14 for 398,976.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Berger Financial Group, Inc's estimated gain on his SPDW holdings is $934,439.71, reflecting a 6.58% gain to date.
Berger Financial Group, Inc SPDW ($40.22) Holding Chart
Berger Financial Group, Inc SPDW ($40.22) 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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