Plan Group Financial, LLC RPG Holdings History
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 % |
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