Number of Shares
77,891.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
2.53%
Total Estimate Gain
$235,043.88
% of Total Estimate Gain
8.44%

Perissos Private Wealth Management, LLC's SPDR S&P Emerging Markets Dividend ETF Holding Summary

As of 2025-03-31, Perissos Private Wealth Management, LLC held 77,891.00 shares of SPDR S&P Emerging Markets Dividend ETF(EDIV), totaling $2.78 Mil. This investment constitutes 2.53% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0.43% of the outstanding SPDR S&P Emerging Markets Dividend ETF(EDIV) stock.

The initial trade took place in 2025Q1. And since then Perissos Private Wealth Management, LLC has made 1 purchases of EDIV, at an average price of $35.74, for a total of 77,891.00 shares. Based on historical transaction data and EDIV's current price of $38.76, Perissos Private Wealth Management, LLC's estimated gain on his EDIV holdings is $235,043.88, reflecting a 8.44% gain to date.

Perissos Private Wealth Management, LLC EDIV ($38.76) Holding Chart

Perissos Private Wealth Management, LLC EDIV ($38.76) 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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