PLANWISER FINANCIAL, LLC SPDW Holdings History
Number of Shares
111,579.00
Current Holdings Value*
$4.28 Mil
% of Portfolio
3.88%
Total Estimate Gain
$455,242.32
% of Total Estimate Gain
11.29%
PLANWISER FINANCIAL, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 111,579.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $4.28 Mil. This investment constitutes 3.88% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SPDW's current price of $40.22, PLANWISER FINANCIAL, LLC's estimated gain on his SPDW holdings is $455,242.32, reflecting a 11.29% gain to date.
PLANWISER FINANCIAL, LLC SPDW ($40.22) Holding Chart
PLANWISER FINANCIAL, LLC 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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