Landmark Wealth Management, LLC SPDW Holdings History
Landmark Wealth Management, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Landmark Wealth Management, LLC held 70,713.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $2.58 Mil. This investment constitutes 1.14% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 6 purchases of SPDW, at an average price of $34.91, for a total of 998,855.00 shares. In addition, there have been 7 sales at an average price of $33.15 for 928,142.00 shares. Based on historical transaction data and SPDW's current price of $40.38, Landmark Wealth Management, LLC's estimated gain on his SPDW holdings is $-1.24 Mil, reflecting a -3.56% gain to date.
Landmark Wealth Management, LLC SPDW ($40.38) Holding Chart
Landmark Wealth Management, LLC SPDW ($40.38) 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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