REFRAME WEALTH, LLC SPYG Holdings History
Number of Shares
1.21 Mil
Current Holdings Value*
$61.46 Mil
% of Portfolio
23.62%
Total Estimate Gain
$55.24 Mil
% of Total Estimate Gain
88.03%
REFRAME WEALTH, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2022-12-31, REFRAME WEALTH, LLC held 1.21 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $61.46 Mil. This investment constitutes 23.62% of their stock portfolio, and REFRAME WEALTH, LLC now holds 0.43% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and SPYG's current price of $97.27, REFRAME WEALTH, LLC's estimated gain on his SPYG holdings is $55.24 Mil, reflecting a 88.03% gain to date.
REFRAME WEALTH, LLC SPYG ($97.27) Holding Chart
REFRAME WEALTH, 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 % | |||
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