Epic Trust Investment Advisors, LLC SPYG Holdings History
Epic Trust Investment Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2024-06-30, Epic Trust Investment Advisors, LLC held 38,366.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $3.07 Mil. This investment constitutes 3.42% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds -% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q4. And since then Epic Trust Investment Advisors, LLC has made 4 purchases of SPYG, at an average price of $68.93, for a total of 42,339.00 shares. In addition, there have been 6 sales at an average price of $62.56 for 3,973.00 shares. Based on historical transaction data and SPYG's current price of $97.56, Epic Trust Investment Advisors, LLC's estimated gain on his SPYG holdings is $1.07 Mil, reflecting a 36.77% gain to date.
Epic Trust Investment Advisors, LLC SPYG ($97.56) Holding Chart
Epic Trust Investment Advisors, LLC SPYG ($97.56) 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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