Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$384,020.61
% of Total Estimate Gain
5.81%

Financial Designs Corp's Invesco S&P 500 GARP ETF Holding Summary

As of 2025-03-31, Financial Designs Corp held - shares of Invesco S&P 500 GARP ETF(SPGP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Financial Designs Corp now holds 0% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.

The initial trade took place in 2024Q1. And since then Financial Designs Corp has made 3 purchases of SPGP, at an average price of $99.58, for a total of 66,381.00 shares. In addition, there have been 2 sales at an average price of $105.36 for 66,381.00 shares. Based on historical transaction data and SPGP's current price of $106.87, Financial Designs Corp's estimated gain on his SPGP holdings is $384,020.61, reflecting a 5.81% gain to date.

Financial Designs Corp SPGP ($106.87) Holding Chart

Financial Designs Corp SPGP ($106.87) 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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