Cadence Wealth Management LLC GNR Holdings History
Number of Shares
66,219.00
Current Holdings Value*
$3.53 Mil
% of Portfolio
2.61%
Total Estimate Gain
$121,922.64
% of Total Estimate Gain
3.34%
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 $57.04, Cadence Wealth Management LLC's estimated gain on his GNR holdings is $121,922.64, reflecting a 3.34% gain to date.
Cadence Wealth Management LLC GNR ($57.04) Holding Chart
Cadence Wealth Management LLC GNR ($57.04) 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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