INVENIO WEALTH PARTNERS LLC SPDW Holdings History
INVENIO WEALTH PARTNERS LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 353,372.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $12.87 Mil. This investment constitutes 5.4% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 0.05% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2023Q3. And since then INVENIO WEALTH PARTNERS LLC has made 5 purchases of SPDW, at an average price of $33.28, for a total of 369,176.00 shares. In addition, there have been 2 sales at an average price of $35.89 for 15,804.00 shares. Based on historical transaction data and SPDW's current price of $39.57, INVENIO WEALTH PARTNERS LLC's estimated gain on his SPDW holdings is $2.26 Mil, reflecting a 18.42% gain to date.
INVENIO WEALTH PARTNERS LLC SPDW ($39.57) Holding Chart
INVENIO WEALTH PARTNERS LLC SPDW ($39.57) 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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