Number of Shares
6,926.00
Current Holdings Value*
$383,400.00
% of Portfolio
16.25%
Total Estimate Gain
$9.17 Mil
% of Total Estimate Gain
30.18%

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

As of 2023-03-31, Ford Financial Group, LLC held 6,926.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $383,400.00. This investment constitutes 16.25% of their stock portfolio, and Ford Financial Group, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2018Q4. And since then Ford Financial Group, LLC has made 10 purchases of SPYG, at an average price of $40.81, for a total of 744,709.00 shares. In addition, there have been 8 sales at an average price of $52.71 for 737,783.00 shares. Based on historical transaction data and SPYG's current price of $97.65, Ford Financial Group, LLC's estimated gain on his SPYG holdings is $9.17 Mil, reflecting a 30.18% gain to date.

Ford Financial Group, LLC SPYG ($97.65) Holding Chart

Ford Financial Group, LLC SPYG ($97.65) 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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