Retirement Planning Group, LLC SPGP Holdings History
Retirement Planning Group, LLC's Invesco S&P 500 GARP ETF Holding Summary
As of 2025-03-31, Retirement Planning Group, LLC held 293,691.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $29.33 Mil. This investment constitutes 1.38% of their stock portfolio, and Retirement Planning Group, LLC now holds 0.93% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2022Q4. And since then Retirement Planning Group, LLC has made 8 purchases of SPGP, at an average price of $86.05, for a total of 1.42 Mil shares. In addition, there have been 2 sales at an average price of $105.32 for 1.12 Mil shares. Based on historical transaction data and SPGP's current price of $106.38, Retirement Planning Group, LLC's estimated gain on his SPGP holdings is $27.63 Mil, reflecting a 22.64% gain to date.
Retirement Planning Group, LLC SPGP ($106.38) Holding Chart
Retirement Planning Group, LLC SPGP ($106.38) 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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