DIVERSIFY WEALTH MANAGEMENT, LLC SPDW Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 686,764.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $26.03 Mil. This investment constitutes 1.93% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0.1% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of SPDW, at an average price of $35.76, for a total of 686,764.00 shares. Based on historical transaction data and SPDW's current price of $41.58, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his SPDW holdings is $4.00 Mil, reflecting a 16.28% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC SPDW ($41.58) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC SPDW ($41.58) 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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