Number of Shares
79,613.00
Current Holdings Value*
$6.40 Mil
% of Portfolio
3.45%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
11.35%

Financial Council, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Financial Council, LLC held 79,613.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $6.40 Mil. This investment constitutes 3.45% of their stock portfolio, and Financial Council, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q3. And since then Financial Council, LLC has made 13 purchases of SPYG, at an average price of $64.75, for a total of 169,141.00 shares. In addition, there have been 1 sales at an average price of $51.91 for 89,528.00 shares. Based on historical transaction data and SPYG's current price of $94.79, Financial Council, LLC's estimated gain on his SPYG holdings is $1.24 Mil, reflecting a 11.35% gain to date.

Financial Council, LLC SPYG ($94.79) Holding Chart

Financial Council, LLC SPYG ($94.79) 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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