TrinityPoint Wealth, LLC SPGP Holdings History
TrinityPoint Wealth, LLC's Invesco S&P 500 GARP ETF Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 163,037.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $17.10 Mil. This investment constitutes 2.4% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0.46% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2023Q1. And since then TrinityPoint Wealth, LLC has made 8 purchases of SPGP, at an average price of $94.34, for a total of 163,037.00 shares. Based on historical transaction data and SPGP's current price of $108.82, TrinityPoint Wealth, LLC's estimated gain on his SPGP holdings is $2.36 Mil, reflecting a 15.35% gain to date.
TrinityPoint Wealth, LLC SPGP ($108.82) Holding Chart
TrinityPoint Wealth, LLC SPGP ($108.82) 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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