Comprehensive Wealth Management, LLC EDIV Holdings History
Comprehensive Wealth Management, LLC's SPDR S&P Emerging Markets Dividend ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 44,247.00 shares of SPDR S&P Emerging Markets Dividend ETF(EDIV), totaling $1.58 Mil. This investment constitutes 1.1% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 0.23% of the outstanding SPDR S&P Emerging Markets Dividend ETF(EDIV) stock.
The initial trade took place in 2025Q1. And since then Comprehensive Wealth Management, LLC has made 1 purchases of EDIV, at an average price of $35.74, for a total of 44,247.00 shares. Based on historical transaction data and EDIV's current price of $38.86, Comprehensive Wealth Management, LLC's estimated gain on his EDIV holdings is $138,050.64, reflecting a 8.73% gain to date.
Comprehensive Wealth Management, LLC EDIV ($38.86) Holding Chart
Comprehensive Wealth Management, LLC EDIV ($38.86) 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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