Number of Shares
19,990.00
Current Holdings Value*
$1.01 Mil
% of Portfolio
0.36%
Total Estimate Gain
$53,573.20
% of Total Estimate Gain
5.57%

Capital Advisory Group Advisory Services, LLC's NEOS S&P 500 High Income ETF Holding Summary

As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 19,990.00 shares of NEOS S&P 500 High Income ETF(SPYI), totaling $1.01 Mil. This investment constitutes 0.36% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.02% of the outstanding NEOS S&P 500 High Income ETF(SPYI) stock.

The initial trade took place in 2025Q2. And since then Capital Advisory Group Advisory Services, LLC has made 1 purchases of SPYI, at an average price of $48.10, for a total of 19,990.00 shares. Based on historical transaction data and SPYI's current price of $50.78, Capital Advisory Group Advisory Services, LLC's estimated gain on his SPYI holdings is $53,573.20, reflecting a 5.57% gain to date.

Capital Advisory Group Advisory Services, LLC SPYI ($50.78) Holding Chart

Capital Advisory Group Advisory Services, LLC SPYI ($50.78) 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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