Grey Fox Wealth Advisors, LLC SPEM Holdings History
Grey Fox Wealth Advisors, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 180,401.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $7.10 Mil. This investment constitutes 2.14% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.07% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 8 purchases of SPEM, at an average price of $35.62, for a total of 188,738.00 shares. In addition, there have been 1 sales at an average price of $34.39 for 8,337.00 shares. Based on historical transaction data and SPEM's current price of $42.86, Grey Fox Wealth Advisors, LLC's estimated gain on his SPEM holdings is $1.30 Mil, reflecting a 19.28% gain to date.
Grey Fox Wealth Advisors, LLC SPEM ($42.86) Holding Chart
Grey Fox Wealth Advisors, LLC SPEM ($42.86) 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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