Number of Shares
41,549.00
Current Holdings Value*
$3.34 Mil
% of Portfolio
1.94%
Total Estimate Gain
$4.80 Mil
% of Total Estimate Gain
40.46%

Boulder Wealth Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Boulder Wealth Advisors, LLC held 41,549.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $3.34 Mil. This investment constitutes 1.94% of their stock portfolio, and Boulder 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 2022Q4. And since then Boulder Wealth Advisors, LLC has made 3 purchases of SPYG, at an average price of $53.05, for a total of 223,682.00 shares. In addition, there have been 2 sales at an average price of $69.60 for 182,133.00 shares. Based on historical transaction data and SPYG's current price of $96.07, Boulder Wealth Advisors, LLC's estimated gain on his SPYG holdings is $4.80 Mil, reflecting a 40.46% gain to date.

Boulder Wealth Advisors, LLC SPYG ($96.07) Holding Chart

Boulder Wealth Advisors, LLC SPYG ($96.07) 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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