Number of Shares
29,995.00
Current Holdings Value*
$2.64 Mil
% of Portfolio
1.97%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
20.79%

Householder Group Estate & Retirement Specialist, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 29,995.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $2.64 Mil. This investment constitutes 1.97% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 7 purchases of SPYG, at an average price of $63.12, for a total of 98,312.00 shares. In addition, there have been 5 sales at an average price of $67.64 for 68,317.00 shares. Based on historical transaction data and SPYG's current price of $95.84, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his SPYG holdings is $1.29 Mil, reflecting a 20.79% gain to date.

Householder Group Estate & Retirement Specialist, LLC SPYG ($95.84) Holding Chart

Householder Group Estate & Retirement Specialist, LLC SPYG ($95.84) 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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