AGH Wealth Advisors, LLC SPYG Holdings History
AGH Wealth Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, AGH Wealth Advisors, LLC held 41,515.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $3.34 Mil. This investment constitutes 3.22% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2024Q4. And since then AGH Wealth Advisors, LLC has made 1 purchases of SPYG, at an average price of $86.51, for a total of 41,515.00 shares. Based on historical transaction data and SPYG's current price of $97.27, AGH Wealth Advisors, LLC's estimated gain on his SPYG holdings is $446,745.55, reflecting a 12.44% gain to date.
AGH Wealth Advisors, LLC SPYG ($97.27) Holding Chart
AGH Wealth Advisors, 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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