Dynamic Wealth Strategies, LLC SPYG Holdings History
Dynamic Wealth Strategies, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 54,164.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $4.35 Mil. This investment constitutes 3.62% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $74.36 for 4,928.00 shares. Based on historical transaction data and SPYG's current price of $97.22, Dynamic Wealth Strategies, LLC's estimated gain on his SPYG holdings is $1.99 Mil, reflecting a 54.55% gain to date.
Dynamic Wealth Strategies, LLC SPYG ($97.22) Holding Chart
Dynamic Wealth Strategies, LLC SPYG ($97.22) 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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