Number of Shares
346,178.00
Current Holdings Value*
$37.28 Mil
% of Portfolio
4.9%
Total Estimate Gain
$4.74 Mil
% of Total Estimate Gain
14.05%

HOWARD FINANCIAL SERVICES, LTD.'s Invesco S&P 500 GARP ETF Holding Summary

As of 2025-06-30, HOWARD FINANCIAL SERVICES, LTD. held 346,178.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $37.28 Mil. This investment constitutes 4.9% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 1.32% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.

The initial trade took place in 2022Q3. And since then HOWARD FINANCIAL SERVICES, LTD. has made 10 purchases of SPGP, at an average price of $95.23, for a total of 354,430.00 shares. In addition, there have been 2 sales at an average price of $99.65 for 8,252.00 shares. Based on historical transaction data and SPGP's current price of $108.82, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his SPGP holdings is $4.74 Mil, reflecting a 14.05% gain to date.

HOWARD FINANCIAL SERVICES, LTD. SPGP ($108.82) Holding Chart

HOWARD FINANCIAL SERVICES, LTD. SPGP ($108.82) 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