Executive Wealth Management, LLC SPYG Holdings History
Executive Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 396,694.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $34.87 Mil. This investment constitutes 2.73% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2018Q4. And since then Executive Wealth Management, LLC has made 10 purchases of SPYG, at an average price of $51.34, for a total of 1.43 Mil shares. In addition, there have been 14 sales at an average price of $53.69 for 1.03 Mil shares. Based on historical transaction data and SPYG's current price of $96.97, Executive Wealth Management, LLC's estimated gain on his SPYG holdings is $20.52 Mil, reflecting a 27.99% gain to date.
Executive Wealth Management, LLC SPYG ($96.97) Holding Chart
Executive Wealth Management, LLC SPYG ($96.97) 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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