Number of Shares
628,761.00
Current Holdings Value*
$38.98 Mil
% of Portfolio
4.3%
Total Estimate Gain
$10.20 Mil
% of Total Estimate Gain
30.75%

Wealth Architects, LLC's SPDR S&P Global Infrastructure ETF Holding Summary

As of 2025-03-31, Wealth Architects, LLC held 628,761.00 shares of SPDR S&P Global Infrastructure ETF(GII), totaling $38.98 Mil. This investment constitutes 4.3% of their stock portfolio, and Wealth Architects, LLC now holds 7.81% of the outstanding SPDR S&P Global Infrastructure ETF(GII) stock.

The initial trade took place in 2019Q1. And since then Wealth Architects, LLC has made 23 purchases of GII, at an average price of $51.01, for a total of 650,048.00 shares. In addition, there have been 2 sales at an average price of $51.30 for 21,287.00 shares. Based on historical transaction data and GII's current price of $67.22, Wealth Architects, LLC's estimated gain on his GII holdings is $10.20 Mil, reflecting a 30.75% gain to date.

Wealth Architects, LLC GII ($67.22) Holding Chart

Wealth Architects, LLC GII ($67.22) 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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