Wealth Enhancement & Preservation Of GA, LLC SPGP Holdings History
Wealth Enhancement & Preservation of GA, LLC's Invesco S&P 500 GARP ETF Holding Summary
As of 2023-06-30, Wealth Enhancement & Preservation of GA, LLC held 53,273.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $4.84 Mil. This investment constitutes 4.64% of their stock portfolio, and Wealth Enhancement & Preservation of GA, LLC now holds 0.16% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2021Q3. And since then Wealth Enhancement & Preservation of GA, LLC has made 6 purchases of SPGP, at an average price of $88.95, for a total of 115,175.00 shares. In addition, there have been 2 sales at an average price of $83.54 for 61,902.00 shares. Based on historical transaction data and SPGP's current price of $106.38, Wealth Enhancement & Preservation of GA, LLC's estimated gain on his SPGP holdings is $593,716.36, reflecting a 5.80% gain to date.
Wealth Enhancement & Preservation of GA, LLC SPGP ($106.38) Holding Chart
Wealth Enhancement & Preservation of GA, 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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