Leicht Financial Planning & Wealth Management, Inc. SPDW Holdings History
Leicht Financial Planning & Wealth Management, Inc.'s SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 494,272.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $18.00 Mil. This investment constitutes 9.41% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.08% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q2. And since then Leicht Financial Planning & Wealth Management, Inc. has made 13 purchases of SPDW, at an average price of $34.58, for a total of 664,418.00 shares. In addition, there have been 3 sales at an average price of $30.88 for 170,146.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his SPDW holdings is $2.16 Mil, reflecting a 9.40% gain to date.
Leicht Financial Planning & Wealth Management, Inc. SPDW ($40.22) Holding Chart
Leicht Financial Planning & Wealth Management, Inc. SPDW ($40.22) 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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