Number of Shares
70,577.00
Current Holdings Value*
$5.86 Mil
% of Portfolio
3.63%
Total Estimate Gain
$411,200.41
% of Total Estimate Gain
6.87%

HRC WEALTH MANAGEMENT, LLC's SPDR S&P 600 Small Cap Growth ETF Holding Summary

As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 70,577.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $5.86 Mil. This investment constitutes 3.63% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0.19% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.

The initial trade took place in 2024Q1. And since then HRC WEALTH MANAGEMENT, LLC has made 5 purchases of SLYG, at an average price of $84.84, for a total of 70,577.00 shares. Based on historical transaction data and SLYG's current price of $90.67, HRC WEALTH MANAGEMENT, LLC's estimated gain on his SLYG holdings is $411,200.41, reflecting a 6.87% gain to date.

HRC WEALTH MANAGEMENT, LLC SLYG ($90.67) Holding Chart

HRC WEALTH MANAGEMENT, LLC SLYG ($90.67) 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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