Number of Shares
88,473.00
Current Holdings Value*
$7.11 Mil
% of Portfolio
4.56%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
17.31%

Guardian Wealth Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Guardian Wealth Advisors, LLC held 88,473.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $7.11 Mil. This investment constitutes 4.56% of their stock portfolio, and Guardian Wealth Advisors, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2024Q1. And since then Guardian Wealth Advisors, LLC has made 5 purchases of SPYG, at an average price of $83.60, for a total of 88,473.00 shares. Based on historical transaction data and SPYG's current price of $98.07, Guardian Wealth Advisors, LLC's estimated gain on his SPYG holdings is $1.28 Mil, reflecting a 17.31% gain to date.

Guardian Wealth Advisors, LLC SPYG ($98.07) Holding Chart

Guardian Wealth Advisors, LLC SPYG ($98.07) 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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