Life Planning Partners, Inc SPDW Holdings History
Life Planning Partners, Inc's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 87,061.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $3.17 Mil. This investment constitutes 2.87% of their stock portfolio, and Life Planning Partners, Inc 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 Life Planning Partners, Inc has made 1 purchases of SPDW, at an average price of $36.20, for a total of 87,104.00 shares. In addition, there have been 1 sales at an average price of $31.74 for 43.00 shares. Based on historical transaction data and SPDW's current price of $40.38, Life Planning Partners, Inc's estimated gain on his SPDW holdings is $364,073.96, reflecting a 11.55% gain to date.
Life Planning Partners, Inc SPDW ($40.38) Holding Chart
Life Planning Partners, Inc 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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