Levy Wealth Management Group, LLC SPYG Holdings History
Levy Wealth Management Group, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 140,197.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $11.23 Mil. This investment constitutes 2.88% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q4. And since then Levy Wealth Management Group, LLC has made 8 purchases of SPYG, at an average price of $56.85, for a total of 250,085.00 shares. In addition, there have been 5 sales at an average price of $57.43 for 109,888.00 shares. Based on historical transaction data and SPYG's current price of $96.73, Levy Wealth Management Group, LLC's estimated gain on his SPYG holdings is $5.66 Mil, reflecting a 39.78% gain to date.
Levy Wealth Management Group, LLC SPYG ($96.73) Holding Chart
Levy Wealth Management Group, LLC SPYG ($96.73) 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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