Ledge Wealth Management, Inc. SLYG Holdings History
Ledge Wealth Management, Inc.'s SPDR S&P 600 Small Cap Growth ETF Holding Summary
As of 2023-12-31, Ledge Wealth Management, Inc. held 70,832.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $5.92 Mil. This investment constitutes 2.3% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0.22% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.
The initial trade took place in 2022Q1. And since then Ledge Wealth Management, Inc. has made 4 purchases of SLYG, at an average price of $80.56, for a total of 90,268.00 shares. In addition, there have been 3 sales at an average price of $75.66 for 19,436.00 shares. Based on historical transaction data and SLYG's current price of $90.21, Ledge Wealth Management, Inc.'s estimated gain on his SLYG holdings is $588,323.06, reflecting a 8.09% gain to date.
Ledge Wealth Management, Inc. SLYG ($90.21) Holding Chart
Ledge Wealth Management, Inc. SLYG ($90.21) 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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