9258 Wealth Management, LLC SPYG Holdings History
9258 Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 300,388.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $24.91 Mil. This investment constitutes 3.7% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2019Q4. And since then 9258 Wealth Management, LLC has made 10 purchases of SPYG, at an average price of $57.33, for a total of 320,855.00 shares. In addition, there have been 2 sales at an average price of $75.54 for 20,467.00 shares. Based on historical transaction data and SPYG's current price of $97.27, 9258 Wealth Management, LLC's estimated gain on his SPYG holdings is $12.37 Mil, reflecting a 67.24% gain to date.
9258 Wealth Management, LLC SPYG ($97.27) Holding Chart
9258 Wealth Management, LLC SPYG ($97.27) 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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