D'Orazio & Associates, Inc. SPGP Holdings History
D'Orazio & Associates, Inc.'s Invesco S&P 500 GARP ETF Holding Summary
As of 2025-03-31, D'Orazio & Associates, Inc. held 246,818.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $24.65 Mil. This investment constitutes 3.74% of their stock portfolio, and D'Orazio & Associates, Inc. now holds 0.81% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2023Q2. And since then D'Orazio & Associates, Inc. has made 6 purchases of SPGP, at an average price of $93.58, for a total of 268,571.00 shares. In addition, there have been 2 sales at an average price of $103.73 for 21,753.00 shares. Based on historical transaction data and SPGP's current price of $107.64, D'Orazio & Associates, Inc.'s estimated gain on his SPGP holdings is $3.69 Mil, reflecting a 14.68% gain to date.
D'Orazio & Associates, Inc. SPGP ($107.64) Holding Chart
D'Orazio & Associates, Inc. SPGP ($107.64) 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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