Shum Financial Group, Inc. SPEM Holdings History
Number of Shares
74,594.00
Current Holdings Value*
$2.94 Mil
% of Portfolio
2.54%
Total Estimate Gain
$381,224.93
% of Total Estimate Gain
13.31%
Shum Financial Group, Inc.'s SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 74,594.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $2.94 Mil. This investment constitutes 2.54% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.03% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 2 purchases of SPEM, at an average price of $38.39, for a total of 74,594.00 shares. Based on historical transaction data and SPEM's current price of $43.50, Shum Financial Group, Inc.'s estimated gain on his SPEM holdings is $381,224.93, reflecting a 13.31% gain to date.
Shum Financial Group, Inc. SPEM ($43.50) Holding Chart
Shum Financial Group, Inc. SPEM ($43.50) 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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