Castle Financial & Retirement Planning Associates, Inc. SPGP Holdings History
Castle Financial & Retirement Planning Associates, Inc.'s Invesco S&P 500 GARP ETF Holding Summary
As of 2021-12-31, Castle Financial & Retirement Planning Associates, Inc. held 13,824.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $1.26 Mil. This investment constitutes 4.26% of their stock portfolio, and Castle Financial & Retirement Planning Associates, Inc. now holds 0.15% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and SPGP's current price of $106.38, Castle Financial & Retirement Planning Associates, Inc.'s estimated gain on his SPGP holdings is $190,356.48, reflecting a 14.87% gain to date.
Castle Financial & Retirement Planning Associates, Inc. SPGP ($106.38) Holding Chart
Castle Financial & Retirement Planning Associates, Inc. SPGP ($106.38) 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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