1900 WEALTH MANAGEMENT LLC DEF Holdings History
1900 WEALTH MANAGEMENT LLC's Invesco Defensive Equity ETF Holding Summary
As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 76,857.00 shares of Invesco Defensive Equity ETF(DEF), totaling $6.31 Mil. This investment constitutes 0.53% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds -% of the outstanding Invesco Defensive Equity ETF(DEF) stock.
The initial trade took place in 2021Q3. And since then 1900 WEALTH MANAGEMENT LLC has made 2 purchases of DEF, at an average price of $69.73, for a total of 160,974.00 shares. In addition, there have been 10 sales at an average price of $71.29 for 84,117.00 shares. Based on historical transaction data and DEF's current price of $67.55, 1900 WEALTH MANAGEMENT LLC's estimated gain on his DEF holdings is $-36,722.31, reflecting a -0.33% gain to date.
1900 WEALTH MANAGEMENT LLC DEF ($67.55) Holding Chart
1900 WEALTH MANAGEMENT LLC DEF ($67.55) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
