Spartan Planning & Wealth Management BWX Holdings History
Spartan Planning & Wealth Management's SPDR Bloomberg International Treasury Bond ETF Holding Summary
As of 2025-06-30, Spartan Planning & Wealth Management held 176,993.00 shares of SPDR Bloomberg International Treasury Bond ETF(BWX), totaling $4.16 Mil. This investment constitutes 3.56% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0.27% of the outstanding SPDR Bloomberg International Treasury Bond ETF(BWX) stock.
The initial trade took place in 2022Q4. And since then Spartan Planning & Wealth Management has made 4 purchases of BWX, at an average price of $21.93, for a total of 346,396.00 shares. In addition, there have been 2 sales at an average price of $22.11 for 169,403.00 shares. Based on historical transaction data and BWX's current price of $23.15, Spartan Planning & Wealth Management's estimated gain on his BWX holdings is $247,941.80, reflecting a 3.26% gain to date.
Spartan Planning & Wealth Management BWX ($23.15) Holding Chart
Spartan Planning & Wealth Management BWX ($23.15) 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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