Wealth & Pension Services Group, Inc. SPDW Holdings History
Wealth & Pension Services Group, Inc.'s SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2019-09-30, Wealth & Pension Services Group, Inc. held 241,311.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $7.08 Mil. This investment constitutes 5.62% of their stock portfolio, and Wealth & Pension Services Group, Inc. now holds 0.06% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2018Q2. And since then Wealth & Pension Services Group, Inc. has made 3 purchases of SPDW, at an average price of $28.66, for a total of 280,255.00 shares. In addition, there have been 1 sales at an average price of $30.54 for 38,944.00 shares. Based on historical transaction data and SPDW's current price of $40.32, Wealth & Pension Services Group, Inc.'s estimated gain on his SPDW holdings is $2.89 Mil, reflecting a 35.92% gain to date.
Wealth & Pension Services Group, Inc. SPDW ($40.32) Holding Chart
Wealth & Pension Services Group, Inc. SPDW ($40.32) 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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