Financial Advisory Group SPDW Holdings History
Financial Advisory Group's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2024-03-31, Financial Advisory Group held 1.24 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $44.54 Mil. This investment constitutes 8.04% of their stock portfolio, and Financial Advisory Group now holds -% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q4. And since then Financial Advisory Group has made 9 purchases of SPDW, at an average price of $34.25, for a total of 1.29 Mil shares. In addition, there have been 1 sales at an average price of $32.14 for 44,261.00 shares. Based on historical transaction data and SPDW's current price of $39.33, Financial Advisory Group's estimated gain on his SPDW holdings is $6.22 Mil, reflecting a 14.10% gain to date.
Financial Advisory Group SPDW ($39.33) Holding Chart
Financial Advisory Group SPDW ($39.33) 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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