Garrett Wealth Advisory Group, LLC SPDW Holdings History
Garrett Wealth Advisory Group, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 754,231.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $27.46 Mil. This investment constitutes 6.14% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 0.11% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q3. And since then Garrett Wealth Advisory Group, LLC has made 14 purchases of SPDW, at an average price of $34.19, for a total of 918,281.00 shares. In addition, there have been 1 sales at an average price of $34.70 for 164,050.00 shares. Based on historical transaction data and SPDW's current price of $40.14, Garrett Wealth Advisory Group, LLC's estimated gain on his SPDW holdings is $4.57 Mil, reflecting a 14.57% gain to date.
Garrett Wealth Advisory Group, LLC SPDW ($40.14) Holding Chart
Garrett Wealth Advisory Group, LLC SPDW ($40.14) 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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