Number of Shares
175,397.00
Current Holdings Value*
$17.52 Mil
% of Portfolio
20.15%
Total Estimate Gain
$192,985.28
% of Total Estimate Gain
1.02%

Campbell Deegan Wealth Management, LLC's Invesco S&P 500 GARP ETF Holding Summary

As of 2025-03-31, Campbell Deegan Wealth Management, LLC held 175,397.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $17.52 Mil. This investment constitutes 20.15% of their stock portfolio, and Campbell Deegan Wealth Management, LLC now holds 0.61% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.

The initial trade took place in 2024Q4. And since then Campbell Deegan Wealth Management, LLC has made 1 purchases of SPGP, at an average price of $107.66, for a total of 175,397.00 shares. Based on historical transaction data and SPGP's current price of $108.76, Campbell Deegan Wealth Management, LLC's estimated gain on his SPGP holdings is $192,985.28, reflecting a 1.02% gain to date.

Campbell Deegan Wealth Management, LLC SPGP ($108.76) Holding Chart

Campbell Deegan Wealth Management, LLC SPGP ($108.76) 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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