WILLNER & HELLER, LLC QWLD Holdings History
WILLNER & HELLER, LLC's SPDR MSCI World StrategicFactors SM ETF Holding Summary
As of 2025-06-30, WILLNER & HELLER, LLC held 3,171.00 shares of SPDR MSCI World StrategicFactors SM ETF(QWLD), totaling $427,750.00. This investment constitutes 0.36% of their stock portfolio, and WILLNER & HELLER, LLC now holds 0.26% of the outstanding SPDR MSCI World StrategicFactors SM ETF(QWLD) stock.
The initial trade took place in 2025Q1. And since then WILLNER & HELLER, LLC has made 2 purchases of QWLD, at an average price of $128.11, for a total of 3,171.00 shares. Based on historical transaction data and QWLD's current price of $136.50, WILLNER & HELLER, LLC's estimated gain on his QWLD holdings is $26,609.07, reflecting a 6.55% gain to date.
WILLNER & HELLER, LLC QWLD ($136.50) Holding Chart
WILLNER & HELLER, LLC QWLD ($136.50) 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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