Grey Fox Wealth Advisors, LLC SLYG Holdings History
Grey Fox Wealth Advisors, LLC's SPDR S&P 600 Small Cap Growth ETF Holding Summary
As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 145,139.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $12.05 Mil. This investment constitutes 3.62% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.38% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.
The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 8 purchases of SLYG, at an average price of $81.33, for a total of 145,509.00 shares. In addition, there have been 1 sales at an average price of $72.89 for 370.00 shares. Based on historical transaction data and SLYG's current price of $91.13, Grey Fox Wealth Advisors, LLC's estimated gain on his SLYG holdings is $1.42 Mil, reflecting a 11.99% gain to date.
Grey Fox Wealth Advisors, LLC SLYG ($91.13) Holding Chart
Grey Fox Wealth Advisors, LLC SLYG ($91.13) 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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