Number of Shares
48,021.00
Current Holdings Value*
$5.17 Mil
% of Portfolio
1.8%
Total Estimate Gain
$873,063.01
% of Total Estimate Gain
17.50%

FIRST UNITED BANK & TRUST's Invesco S&P 500 GARP ETF Holding Summary

As of 2025-06-30, FIRST UNITED BANK & TRUST held 48,021.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $5.17 Mil. This investment constitutes 1.8% of their stock portfolio, and FIRST UNITED BANK & TRUST now holds 0.19% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.

The initial trade took place in 2023Q1. And since then FIRST UNITED BANK & TRUST has made 9 purchases of SPGP, at an average price of $93.21, for a total of 53,532.00 shares. In addition, there have been 1 sales at an average price of $99.72 for 5,511.00 shares. Based on historical transaction data and SPGP's current price of $110.64, FIRST UNITED BANK & TRUST's estimated gain on his SPGP holdings is $873,063.01, reflecting a 17.50% gain to date.

FIRST UNITED BANK & TRUST SPGP ($110.64) Holding Chart

FIRST UNITED BANK & TRUST SPGP ($110.64) 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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