Planned Solutions, Inc. SPGP Holdings History
Planned Solutions, Inc.'s Invesco S&P 500 GARP ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 99,013.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $9.89 Mil. This investment constitutes 4% of their stock portfolio, and Planned Solutions, Inc. now holds 0.31% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2022Q3. And since then Planned Solutions, Inc. has made 10 purchases of SPGP, at an average price of $84.91, for a total of 106,542.00 shares. In addition, there have been 1 sales at an average price of $107.82 for 7,529.00 shares. Based on historical transaction data and SPGP's current price of $107.90, Planned Solutions, Inc.'s estimated gain on his SPGP holdings is $2.45 Mil, reflecting a 27.06% gain to date.
Planned Solutions, Inc. SPGP ($107.90) Holding Chart
Planned Solutions, Inc. SPGP ($107.90) 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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