Number of Shares
543,666.00
Current Holdings Value*
$43.69 Mil
% of Portfolio
1.36%
Total Estimate Gain
$26.54 Mil
% of Total Estimate Gain
63.70%

IHT Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, IHT Wealth Management, LLC held 543,666.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $43.69 Mil. This investment constitutes 1.36% of their stock portfolio, and IHT Wealth Management, LLC now holds 0.14% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2018Q3. And since then IHT Wealth Management, LLC has made 19 purchases of SPYG, at an average price of $50.86, for a total of 819,263.00 shares. In addition, there have been 7 sales at an average price of $58.45 for 275,597.00 shares. Based on historical transaction data and SPYG's current price of $95.84, IHT Wealth Management, LLC's estimated gain on his SPYG holdings is $26.54 Mil, reflecting a 63.70% gain to date.

IHT Wealth Management, LLC SPYG ($95.84) Holding Chart

IHT 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 %

Top Ranked Articles

  • 1