Choice Wealth Advisors, LLC SPYG Holdings History
Choice Wealth Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Choice Wealth Advisors, LLC held 246,579.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $23.50 Mil. This investment constitutes 10.62% of their stock portfolio, and Choice Wealth Advisors, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q4. And since then Choice Wealth Advisors, LLC has made 8 purchases of SPYG, at an average price of $55.78, for a total of 549,202.00 shares. In addition, there have been 9 sales at an average price of $59.37 for 302,623.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Choice Wealth Advisors, LLC's estimated gain on his SPYG holdings is $11.32 Mil, reflecting a 36.94% gain to date.
Choice Wealth Advisors, LLC SPYG ($97.27) Holding Chart
Choice Wealth Advisors, LLC SPYG ($97.27) 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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