Number of Shares
219,943.00
Current Holdings Value*
$18.25 Mil
% of Portfolio
3.29%
Total Estimate Gain
$6.75 Mil
% of Total Estimate Gain
50.63%

Financial Advisory Group's SPDR S&P 600 Small Cap Value ETF Holding Summary

As of 2024-03-31, Financial Advisory Group held 219,943.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $18.25 Mil. This investment constitutes 3.29% of their stock portfolio, and Financial Advisory Group now holds -% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.

The initial trade took place in 2019Q1. And since then Financial Advisory Group has made 11 purchases of SLYV, at an average price of $51.82, for a total of 257,137.00 shares. In addition, there have been 10 sales at an average price of $74.38 for 37,194.00 shares. Based on historical transaction data and SLYV's current price of $78.68, Financial Advisory Group's estimated gain on his SLYV holdings is $6.75 Mil, reflecting a 50.63% gain to date.

Financial Advisory Group SLYV ($78.68) Holding Chart

Financial Advisory Group SLYV ($78.68) 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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