Number of Shares
66,219.00
Current Holdings Value*
$3.53 Mil
% of Portfolio
2.61%
Total Estimate Gain
$-17,799.45
% of Total Estimate Gain
-0.49%

Cadence Wealth Management LLC's SPDR S&P Global Natural Resources ETF Holding Summary

As of 2025-03-31, Cadence Wealth Management LLC held 66,219.00 shares of SPDR S&P Global Natural Resources ETF(GNR), totaling $3.53 Mil. This investment constitutes 2.61% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.13% of the outstanding SPDR S&P Global Natural Resources ETF(GNR) stock.

The initial trade took place in 2024Q2. And since then Cadence Wealth Management LLC has made 4 purchases of GNR, at an average price of $55.20, for a total of 66,219.00 shares. Based on historical transaction data and GNR's current price of $54.93, Cadence Wealth Management LLC's estimated gain on his GNR holdings is $-17,799.45, reflecting a -0.49% gain to date.

Cadence Wealth Management LLC GNR ($54.93) Holding Chart

Cadence Wealth Management LLC GNR ($54.93) 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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