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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