KFG WEALTH MANAGEMENT, LLC SPEM Holdings History
KFG WEALTH MANAGEMENT, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 462,963.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $19.79 Mil. This investment constitutes 3.18% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 0.16% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2024Q3. And since then KFG WEALTH MANAGEMENT, LLC has made 4 purchases of SPEM, at an average price of $38.95, for a total of 462,963.00 shares. Based on historical transaction data and SPEM's current price of $43.88, KFG WEALTH MANAGEMENT, LLC's estimated gain on his SPEM holdings is $2.28 Mil, reflecting a 12.65% gain to date.
KFG WEALTH MANAGEMENT, LLC SPEM ($43.88) Holding Chart
KFG WEALTH MANAGEMENT, LLC SPEM ($43.88) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
