HERITAGE WEALTH MANAGEMENT, LLC SPEM Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 442,544.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $16.67 Mil. This investment constitutes 9.25% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2021Q2. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 6 purchases of SPEM, at an average price of $36.31, for a total of 1.44 Mil shares. In addition, there have been 3 sales at an average price of $34.16 for 993,332.00 shares. Based on historical transaction data and SPEM's current price of $43.95, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his SPEM holdings is $1.25 Mil, reflecting a 2.39% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC SPEM ($43.95) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC SPEM ($43.95) 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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