Bridgewealth Advisory Group, LLC SPYG Holdings History
Bridgewealth Advisory Group, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 18,797.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $1.51 Mil. This investment constitutes 1.99% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q4. And since then Bridgewealth Advisory Group, LLC has made 5 purchases of SPYG, at an average price of $72.58, for a total of 104,523.00 shares. In addition, there have been 1 sales at an average price of $87.30 for 85,726.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Bridgewealth Advisory Group, LLC's estimated gain on his SPYG holdings is $1.73 Mil, reflecting a 22.75% gain to date.
Bridgewealth Advisory Group, LLC SPYG ($97.27) Holding Chart
Bridgewealth Advisory Group, 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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