BEACON FINANCIAL PLANNING, INC SPGP Holdings History
BEACON FINANCIAL PLANNING, INC's Invesco S&P 500 GARP ETF Holding Summary
As of 2025-06-30, BEACON FINANCIAL PLANNING, INC held 18,109.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $1.95 Mil. This investment constitutes 1.09% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.07% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2023Q2. And since then BEACON FINANCIAL PLANNING, INC has made 5 purchases of SPGP, at an average price of $95.25, for a total of 26,411.00 shares. In addition, there have been 4 sales at an average price of $102.55 for 8,302.00 shares. Based on historical transaction data and SPGP's current price of $110.21, BEACON FINANCIAL PLANNING, INC's estimated gain on his SPGP holdings is $331,573.47, reflecting a 13.18% gain to date.
BEACON FINANCIAL PLANNING, INC SPGP ($110.21) Holding Chart
BEACON FINANCIAL PLANNING, INC SPGP ($110.21) 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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