Number of Shares
71,038.00
Current Holdings Value*
$5.90 Mil
% of Portfolio
3.2%
Total Estimate Gain
$615,871.77
% of Total Estimate Gain
10.83%

Integrity Wealth Solutions LLC's SPDR S&P 600 Small Cap Growth ETF Holding Summary

As of 2025-03-31, Integrity Wealth Solutions LLC held 71,038.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $5.90 Mil. This investment constitutes 3.2% of their stock portfolio, and Integrity Wealth Solutions LLC now holds 0.18% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.

The initial trade took place in 2023Q4. And since then Integrity Wealth Solutions LLC has made 5 purchases of SLYG, at an average price of $80.08, for a total of 71,038.00 shares. Based on historical transaction data and SLYG's current price of $88.75, Integrity Wealth Solutions LLC's estimated gain on his SLYG holdings is $615,871.77, reflecting a 10.83% gain to date.

Integrity Wealth Solutions LLC SLYG ($88.75) Holding Chart

Integrity Wealth Solutions LLC SLYG ($88.75) 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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