ICA Group Wealth Management, LLC SPYG Holdings History
ICA Group Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 13,724.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $1.10 Mil. This investment constitutes 0.66% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2022Q1. And since then ICA Group Wealth Management, LLC has made 6 purchases of SPYG, at an average price of $58.41, for a total of 365,849.00 shares. In addition, there have been 3 sales at an average price of $62.83 for 352,125.00 shares. Based on historical transaction data and SPYG's current price of $95.84, ICA Group Wealth Management, LLC's estimated gain on his SPYG holdings is $2.07 Mil, reflecting a 9.68% gain to date.
ICA Group Wealth Management, LLC SPYG ($95.84) Holding Chart
ICA Group Wealth Management, 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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