Number of Shares
559,202.00
Current Holdings Value*
$20.36 Mil
% of Portfolio
2.1%
Total Estimate Gain
$4.73 Mil
% of Total Estimate Gain
23.83%

First Heartland Consultants, Inc.'s SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, First Heartland Consultants, Inc. held 559,202.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $20.36 Mil. This investment constitutes 2.1% of their stock portfolio, and First Heartland Consultants, Inc. now holds 0.08% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2020Q2. And since then First Heartland Consultants, Inc. has made 10 purchases of SPDW, at an average price of $33.23, for a total of 596,994.00 shares. In addition, there have been 4 sales at an average price of $35.57 for 37,792.00 shares. Based on historical transaction data and SPDW's current price of $41.53, First Heartland Consultants, Inc.'s estimated gain on his SPDW holdings is $4.73 Mil, reflecting a 23.83% gain to date.

First Heartland Consultants, Inc. SPDW ($41.53) Holding Chart

First Heartland Consultants, Inc. SPDW ($41.53) 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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