Number of Shares
694,304.00
Current Holdings Value*
$25.28 Mil
% of Portfolio
12.06%
Total Estimate Gain
$3.78 Mil
% of Total Estimate Gain
12.55%

LANDMARK WEALTH MANAGEMENT, INC.'s SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, LANDMARK WEALTH MANAGEMENT, INC. held 694,304.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $25.28 Mil. This investment constitutes 12.06% of their stock portfolio, and LANDMARK WEALTH MANAGEMENT, INC. now holds 0.1% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2024Q2. And since then LANDMARK WEALTH MANAGEMENT, INC. has made 3 purchases of SPDW, at an average price of $35.89, for a total of 839,566.00 shares. In addition, there have been 1 sales at an average price of $36.10 for 145,262.00 shares. Based on historical transaction data and SPDW's current price of $41.29, LANDMARK WEALTH MANAGEMENT, INC.'s estimated gain on his SPDW holdings is $3.78 Mil, reflecting a 12.55% gain to date.

LANDMARK WEALTH MANAGEMENT, INC. SPDW ($41.29) Holding Chart

LANDMARK WEALTH MANAGEMENT, INC. SPDW ($41.29) 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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