Number of Shares
126,503.00
Current Holdings Value*
$4.61 Mil
% of Portfolio
3.46%
Total Estimate Gain
$576,635.91
% of Total Estimate Gain
12.62%

Wilkins Miller Wealth Management, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 126,503.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $4.61 Mil. This investment constitutes 3.46% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of SPDW, at an average price of $36.11, for a total of 126,503.00 shares. Based on historical transaction data and SPDW's current price of $40.67, Wilkins Miller Wealth Management, LLC's estimated gain on his SPDW holdings is $576,635.91, reflecting a 12.62% gain to date.

Wilkins Miller Wealth Management, LLC SPDW ($40.67) Holding Chart

Wilkins Miller Wealth Management, LLC SPDW ($40.67) 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