Number of Shares
116,028.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
4.33%
Total Estimate Gain
$-99,850.55
% of Total Estimate Gain
-1.88%

White & Co Financial Planning Inc's SPDR Dow Jones Global Real Estate ETF Holding Summary

As of 2025-03-31, White & Co Financial Planning Inc held 116,028.00 shares of SPDR Dow Jones Global Real Estate ETF(RWO), totaling $5.03 Mil. This investment constitutes 4.33% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.46% of the outstanding SPDR Dow Jones Global Real Estate ETF(RWO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $43.65 for 701.00 shares. Based on historical transaction data and RWO's current price of $44.55, White & Co Financial Planning Inc's estimated gain on his RWO holdings is $-99,850.55, reflecting a -1.88% gain to date.

White & Co Financial Planning Inc RWO ($44.55) Holding Chart

White & Co Financial Planning Inc RWO ($44.55) 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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