LEGACY SOLUTIONS, LLC SPDW Holdings History
Number of Shares
214,437.00
Current Holdings Value*
$8.68 Mil
% of Portfolio
8.32%
Total Estimate Gain
$983,939.89
% of Total Estimate Gain
12.79%
LEGACY SOLUTIONS, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, LEGACY SOLUTIONS, LLC held 214,437.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $8.68 Mil. This investment constitutes 8.32% of their stock portfolio, and LEGACY SOLUTIONS, LLC now holds 0.03% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2024Q4. And since then LEGACY SOLUTIONS, LLC has made 2 purchases of SPDW, at an average price of $35.87, for a total of 214,437.00 shares. Based on historical transaction data and SPDW's current price of $40.46, LEGACY SOLUTIONS, LLC's estimated gain on his SPDW holdings is $983,939.89, reflecting a 12.79% gain to date.
LEGACY SOLUTIONS, LLC SPDW ($40.46) Holding Chart
LEGACY SOLUTIONS, LLC SPDW ($40.46) 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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