Number of Shares
16,268.00
Current Holdings Value*
$592,330.00
% of Portfolio
0.42%
Total Estimate Gain
$879,641.45
% of Total Estimate Gain
10.30%

Hibernia Wealth Partners, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, Hibernia Wealth Partners, LLC held 16,268.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $592,330.00. This investment constitutes 0.42% of their stock portfolio, and Hibernia Wealth Partners, LLC now holds 0% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2023Q3. And since then Hibernia Wealth Partners, LLC has made 2 purchases of SPDW, at an average price of $32.51, for a total of 262,719.00 shares. In addition, there have been 4 sales at an average price of $35.54 for 246,451.00 shares. Based on historical transaction data and SPDW's current price of $40.67, Hibernia Wealth Partners, LLC's estimated gain on his SPDW holdings is $879,641.45, reflecting a 10.30% gain to date.

Hibernia Wealth Partners, LLC SPDW ($40.67) Holding Chart

Hibernia Wealth Partners, LLC SPDW ($40.67) 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 %

Top Ranked Articles

  • 1