Capital Planning Advisors, LLC SPEM Holdings History
Capital Planning Advisors, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held - shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2019Q3. And since then Capital Planning Advisors, LLC has made 8 purchases of SPEM, at an average price of $37.41, for a total of 175,345.00 shares. In addition, there have been 4 sales at an average price of $36.29 for 175,345.00 shares. Based on historical transaction data and SPEM's current price of $43.78, Capital Planning Advisors, LLC's estimated gain on his SPEM holdings is $-195,870.79, reflecting a -2.99% gain to date.
Capital Planning Advisors, LLC SPEM ($43.78) Holding Chart
Capital Planning Advisors, LLC SPEM ($43.78) 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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