Longview Financial Advisors, Inc. SPGP Holdings History
Longview Financial Advisors, Inc.'s Invesco S&P 500 GARP ETF Holding Summary
As of 2025-03-31, Longview Financial Advisors, Inc. held 133,968.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $13.38 Mil. This investment constitutes 11.48% of their stock portfolio, and Longview Financial Advisors, Inc. now holds 0.44% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2023Q4. And since then Longview Financial Advisors, Inc. has made 4 purchases of SPGP, at an average price of $95.70, for a total of 134,213.00 shares. In addition, there have been 1 sales at an average price of $103.02 for 245.00 shares. Based on historical transaction data and SPGP's current price of $109.36, Longview Financial Advisors, Inc.'s estimated gain on his SPGP holdings is $1.83 Mil, reflecting a 14.26% gain to date.
Longview Financial Advisors, Inc. SPGP ($109.36) Holding Chart
Longview Financial Advisors, Inc. SPGP ($109.36) 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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