RGT Wealth Advisors, LLC SPYG Holdings History
Number of Shares
979,322.00
Current Holdings Value*
$49.06 Mil
% of Portfolio
7.82%
Total Estimate Gain
$41.16 Mil
% of Total Estimate Gain
76.09%
RGT Wealth Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2022-09-30, RGT Wealth Advisors, LLC held 979,322.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $49.06 Mil. This investment constitutes 7.82% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 0.4% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q4. And since then RGT Wealth Advisors, LLC has made 8 purchases of SPYG, at an average price of $55.24, for a total of 979,322.00 shares. Based on historical transaction data and SPYG's current price of $97.27, RGT Wealth Advisors, LLC's estimated gain on his SPYG holdings is $41.16 Mil, reflecting a 76.09% gain to date.
RGT Wealth Advisors, LLC SPYG ($97.27) Holding Chart
RGT Wealth Advisors, 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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