Cedar Wealth Management, LLC SPGP Holdings History
Cedar Wealth Management, LLC's Invesco S&P 500 GARP ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 144,028.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $14.39 Mil. This investment constitutes 5.12% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.5% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2021Q2. And since then Cedar Wealth Management, LLC has made 12 purchases of SPGP, at an average price of $91.26, for a total of 145,455.00 shares. In addition, there have been 3 sales at an average price of $94.33 for 1,427.00 shares. Based on historical transaction data and SPGP's current price of $108.82, Cedar Wealth Management, LLC's estimated gain on his SPGP holdings is $2.53 Mil, reflecting a 19.09% gain to date.
Cedar Wealth Management, LLC SPGP ($108.82) Holding Chart
Cedar Wealth Management, LLC SPGP ($108.82) 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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