Number of Shares
223,510.00
Current Holdings Value*
$8.55 Mil
% of Portfolio
3.05%
Total Estimate Gain
$2.37 Mil
% of Total Estimate Gain
31.30%

Plan Group Financial, LLC's Invesco S&P 500 Pure Growth ETF Holding Summary

As of 2025-03-31, Plan Group Financial, LLC held 223,510.00 shares of Invesco S&P 500 Pure Growth ETF(RPG), totaling $8.55 Mil. This investment constitutes 3.05% of their stock portfolio, and Plan Group Financial, LLC now holds 0.59% of the outstanding Invesco S&P 500 Pure Growth ETF(RPG) stock.

The initial trade took place in 2023Q4. And since then Plan Group Financial, LLC has made 6 purchases of RPG, at an average price of $33.90, for a total of 223,510.00 shares. Based on historical transaction data and RPG's current price of $44.51, Plan Group Financial, LLC's estimated gain on his RPG holdings is $2.37 Mil, reflecting a 31.30% gain to date.

Plan Group Financial, LLC RPG ($44.51) Holding Chart

Plan Group Financial, LLC RPG ($44.51) 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