Number of Shares
25,705.00
Current Holdings Value*
$3.49 Mil
% of Portfolio
3.02%
Total Estimate Gain
$129,893.94
% of Total Estimate Gain
3.71%

Shum Financial Group, Inc.'s SPDR Dividend ETF Holding Summary

As of 2025-03-31, Shum Financial Group, Inc. held 25,705.00 shares of SPDR Dividend ETF(SDY), totaling $3.49 Mil. This investment constitutes 3.02% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.02% of the outstanding SPDR Dividend ETF(SDY) stock.

The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 1 purchases of SDY, at an average price of $135.24, for a total of 25,886.00 shares. In addition, there have been 1 sales at an average price of $134.50 for 181.00 shares. Based on historical transaction data and SDY's current price of $140.30, Shum Financial Group, Inc.'s estimated gain on his SDY holdings is $129,893.94, reflecting a 3.71% gain to date.

Shum Financial Group, Inc. SDY ($140.30) Holding Chart

Shum Financial Group, Inc. SDY ($140.30) 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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