Guardian Wealth Advisors, LLC SPYG Holdings History
Number of Shares
88,473.00
Current Holdings Value*
$7.11 Mil
% of Portfolio
4.56%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
16.98%
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 $97.79, Guardian Wealth Advisors, LLC's estimated gain on his SPYG holdings is $1.26 Mil, reflecting a 16.98% gain to date.
Guardian Wealth Advisors, LLC SPYG ($97.79) Holding Chart
Guardian Wealth Advisors, LLC SPYG ($97.79) 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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