Collaborative Wealth Managment Inc. SPYG Holdings History
Collaborative Wealth Managment Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 101,128.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $8.13 Mil. This investment constitutes 3.8% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 7 purchases of SPYG, at an average price of $57.39, for a total of 115,207.00 shares. In addition, there have been 5 sales at an average price of $67.12 for 14,079.00 shares. Based on historical transaction data and SPYG's current price of $96.00, Collaborative Wealth Managment Inc.'s estimated gain on his SPYG holdings is $4.04 Mil, reflecting a 61.12% gain to date.
Collaborative Wealth Managment Inc. SPYG ($96.00) Holding Chart
Collaborative Wealth Managment Inc. SPYG ($96.00) 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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