Number of Shares
868,360.00
Current Holdings Value*
$81.34 Mil
% of Portfolio
1.75%
Total Estimate Gain
$34.26 Mil
% of Total Estimate Gain
52.43%

GREAT VALLEY ADVISOR GROUP, INC.'s American Century U.S. Quality Growth ETF Holding Summary

As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 868,360.00 shares of American Century U.S. Quality Growth ETF(QGRO), totaling $81.34 Mil. This investment constitutes 1.75% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 6.44% of the outstanding American Century U.S. Quality Growth ETF(QGRO) stock.

The initial trade took place in 2023Q2. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 5 purchases of QGRO, at an average price of $68.64, for a total of 951,948.00 shares. In addition, there have been 3 sales at an average price of $72.05 for 83,588.00 shares. Based on historical transaction data and QGRO's current price of $107.77, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his QGRO holdings is $34.26 Mil, reflecting a 52.43% gain to date.

GREAT VALLEY ADVISOR GROUP, INC. QGRO ($107.77) Holding Chart

GREAT VALLEY ADVISOR GROUP, INC. QGRO ($107.77) 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 %

Top Ranked Articles

  • 1