PFG Private Wealth Management, LLC SPYG Holdings History
PFG Private Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 245,681.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $19.75 Mil. This investment constitutes 10.68% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2019Q4. And since then PFG Private Wealth Management, LLC has made 13 purchases of SPYG, at an average price of $62.60, for a total of 726,721.00 shares. In addition, there have been 8 sales at an average price of $61.93 for 481,040.00 shares. Based on historical transaction data and SPYG's current price of $97.27, PFG Private Wealth Management, LLC's estimated gain on his SPYG holdings is $8.19 Mil, reflecting a 18.01% gain to date.
PFG Private Wealth Management, LLC SPYG ($97.27) Holding Chart
PFG Private Wealth Management, LLC SPYG ($97.27) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
