RFG - Bristol Wealth Advisors, LLC SPDW Holdings History
RFG - Bristol Wealth Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 296,369.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $10.79 Mil. This investment constitutes 3.62% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0.04% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2025Q1. And since then RFG - Bristol Wealth Advisors, LLC has made 1 purchases of SPDW, at an average price of $36.14, for a total of 296,369.00 shares. Based on historical transaction data and SPDW's current price of $40.64, RFG - Bristol Wealth Advisors, LLC's estimated gain on his SPDW holdings is $1.33 Mil, reflecting a 12.45% gain to date.
RFG - Bristol Wealth Advisors, LLC SPDW ($40.64) Holding Chart
RFG - Bristol Wealth Advisors, LLC SPDW ($40.64) 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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