CarsonAllaria Wealth Management, Ltd. SPYG Holdings History
CarsonAllaria Wealth Management, Ltd.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 209,883.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $16.87 Mil. This investment constitutes 9.77% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 12 purchases of SPYG, at an average price of $67.23, for a total of 218,907.00 shares. In addition, there have been 1 sales at an average price of $79.93 for 9,024.00 shares. Based on historical transaction data and SPYG's current price of $96.07, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his SPYG holdings is $6.17 Mil, reflecting a 41.90% gain to date.
CarsonAllaria Wealth Management, Ltd. SPYG ($96.07) Holding Chart
CarsonAllaria Wealth Management, Ltd. 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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