STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SPEM Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 90,322.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $3.56 Mil. This investment constitutes 3.76% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.03% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of SPEM, at an average price of $40.02, for a total of 90,322.00 shares. Based on historical transaction data and SPEM's current price of $43.30, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his SPEM holdings is $296,200.54, reflecting a 8.19% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SPEM ($43.30) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SPEM ($43.30) 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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