Wood Tarver Financial Group, LLC SPGP Holdings History
Number of Shares
80,513.00
Current Holdings Value*
$8.04 Mil
% of Portfolio
2.62%
Total Estimate Gain
$248,056.69
% of Total Estimate Gain
2.86%
Wood Tarver Financial Group, LLC's Invesco S&P 500 GARP ETF Holding Summary
As of 2025-03-31, Wood Tarver Financial Group, LLC held 80,513.00 shares of Invesco S&P 500 GARP ETF(SPGP), totaling $8.04 Mil. This investment constitutes 2.62% of their stock portfolio, and Wood Tarver Financial Group, LLC now holds 0.28% of the outstanding Invesco S&P 500 GARP ETF(SPGP) stock.
The initial trade took place in 2024Q4. And since then Wood Tarver Financial Group, LLC has made 1 purchases of SPGP, at an average price of $107.64, for a total of 80,513.00 shares. Based on historical transaction data and SPGP's current price of $110.72, Wood Tarver Financial Group, LLC's estimated gain on his SPGP holdings is $248,056.69, reflecting a 2.86% gain to date.
Wood Tarver Financial Group, LLC SPGP ($110.72) Holding Chart
Wood Tarver Financial Group, LLC SPGP ($110.72) 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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