Number of Shares
207,796.00
Current Holdings Value*
$9.33 Mil
% of Portfolio
5.59%
Total Estimate Gain
$12.42 Mil
% of Total Estimate Gain
101.34%

Squar Milner Financial Services LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2020-06-30, Squar Milner Financial Services LLC held 207,796.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $9.33 Mil. This investment constitutes 5.59% of their stock portfolio, and Squar Milner Financial Services LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2018Q3. And since then Squar Milner Financial Services LLC has made 6 purchases of SPYG, at an average price of $36.98, for a total of 331,369.00 shares. In addition, there have been 2 sales at an average price of $40.24 for 123,573.00 shares. Based on historical transaction data and SPYG's current price of $94.79, Squar Milner Financial Services LLC's estimated gain on his SPYG holdings is $12.42 Mil, reflecting a 101.34% gain to date.

Squar Milner Financial Services LLC SPYG ($94.79) Holding Chart

Squar Milner Financial Services LLC SPYG ($94.79) 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 %

Top Ranked Articles

  • 1