Pine Harbor Wealth Management, LLC SPGP Holdings History
Pine Harbor Wealth Management, LLC's Invesco S&P 500 GARP ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 67,287.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $6.72 Mil. This investment constitutes 2.69% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.24% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 3 purchases of SPGP, at an average price of $96.31, for a total of 100,414.00 shares. In addition, there have been 2 sales at an average price of $106.95 for 33,127.00 shares. Based on historical transaction data and SPGP's current price of $110.64, Pine Harbor Wealth Management, LLC's estimated gain on his SPGP holdings is $1.32 Mil, reflecting a 13.61% gain to date.
Pine Harbor Wealth Management, LLC SPGP ($110.64) Holding Chart
Pine Harbor Wealth Management, LLC SPGP ($110.64) 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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