IAM Advisory, LLC SPGP Holdings History
IAM Advisory, LLC's Invesco S&P 500 GARP ETF Holding Summary
As of 2025-06-30, IAM Advisory, LLC held - shares of Invesco S&P 500 GARP ETF(SPGP), totaling N/A. This investment constitutes 0% of their stock portfolio, and IAM Advisory, LLC now holds 0% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2022Q2. And since then IAM Advisory, LLC has made 5 purchases of SPGP, at an average price of $85.82, for a total of 24,371.00 shares. In addition, there have been 8 sales at an average price of $94.87 for 24,371.00 shares. Based on historical transaction data and SPGP's current price of $108.66, IAM Advisory, LLC's estimated gain on his SPGP holdings is $220,582.65, reflecting a 10.55% gain to date.
IAM Advisory, LLC SPGP ($108.66) Holding Chart
IAM Advisory, LLC SPGP ($108.66) 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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