PUFF WEALTH MANAGEMENT, LLC SPDW Holdings History
Number of Shares
27,526.00
Current Holdings Value*
$1.00 Mil
% of Portfolio
0.94%
Total Estimate Gain
$124,836.96
% of Total Estimate Gain
10.02%
PUFF WEALTH MANAGEMENT, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, PUFF WEALTH MANAGEMENT, LLC held 27,526.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $1.00 Mil. This investment constitutes 0.94% of their stock portfolio, and PUFF WEALTH MANAGEMENT, LLC now holds 0% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $36.14 for 7,282.00 shares. Based on historical transaction data and SPDW's current price of $40.22, PUFF WEALTH MANAGEMENT, LLC's estimated gain on his SPDW holdings is $124,836.96, reflecting a 10.02% gain to date.
PUFF WEALTH MANAGEMENT, LLC SPDW ($40.22) Holding Chart
PUFF WEALTH MANAGEMENT, 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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