Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$15,330.60
% of Total Estimate Gain
1.01%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held - shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling N/A. This investment constitutes 0% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, 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 42,585.00 shares. Based on historical transaction data and SPDW's current price of $40.14, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his SPDW holdings is $15,330.60, reflecting a 1.01% gain to date.

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SPDW ($40.14) Holding Chart

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SPDW ($40.14) 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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