ORBA Wealth Advisors, L.L.C. SPEM Holdings History
ORBA Wealth Advisors, L.L.C.'s SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-03-31, ORBA Wealth Advisors, L.L.C. held 108,024.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $4.25 Mil. This investment constitutes 2.14% of their stock portfolio, and ORBA Wealth Advisors, L.L.C. now holds 0.04% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2023Q4. And since then ORBA Wealth Advisors, L.L.C. has made 4 purchases of SPEM, at an average price of $34.76, for a total of 108,174.00 shares. In addition, there have been 1 sales at an average price of $38.35 for 150.00 shares. Based on historical transaction data and SPEM's current price of $43.19, ORBA Wealth Advisors, L.L.C.'s estimated gain on his SPEM holdings is $910,908.58, reflecting a 24.22% gain to date.
ORBA Wealth Advisors, L.L.C. SPEM ($43.19) Holding Chart
ORBA Wealth Advisors, L.L.C. SPEM ($43.19) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
