Number of Shares
176,468.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
2.87%
Total Estimate Gain
$209,996.92
% of Total Estimate Gain
5.94%

Genesis Wealth Advisors, LLC's SPDR Bloomberg Emerging Markets Local Bond ETF Holding Summary

As of 2025-03-31, Genesis Wealth Advisors, LLC held 176,468.00 shares of SPDR Bloomberg Emerging Markets Local Bond ETF(EBND), totaling $3.54 Mil. This investment constitutes 2.87% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.19% of the outstanding SPDR Bloomberg Emerging Markets Local Bond ETF(EBND) stock.

The initial trade took place in 2025Q1. And since then Genesis Wealth Advisors, LLC has made 1 purchases of EBND, at an average price of $20.02, for a total of 176,468.00 shares. Based on historical transaction data and EBND's current price of $21.21, Genesis Wealth Advisors, LLC's estimated gain on his EBND holdings is $209,996.92, reflecting a 5.94% gain to date.

Genesis Wealth Advisors, LLC EBND ($21.21) Holding Chart

Genesis Wealth Advisors, LLC EBND ($21.21) 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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