Wealth Advisors Of Iowa, LLC SPDW Holdings History
Wealth Advisors of Iowa, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Wealth Advisors of Iowa, LLC held 71,561.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $2.61 Mil. This investment constitutes 1.12% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.01% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2022Q4. And since then Wealth Advisors of Iowa, LLC has made 5 purchases of SPDW, at an average price of $32.30, for a total of 1.19 Mil shares. In addition, there have been 5 sales at an average price of $34.21 for 1.12 Mil shares. Based on historical transaction data and SPDW's current price of $40.42, Wealth Advisors of Iowa, LLC's estimated gain on his SPDW holdings is $2.72 Mil, reflecting a 7.07% gain to date.
Wealth Advisors of Iowa, LLC SPDW ($40.42) Holding Chart
Wealth Advisors of Iowa, LLC SPDW ($40.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
