AFFINITY WEALTH MANAGEMENT LLC RGI Holdings History
AFFINITY WEALTH MANAGEMENT LLC's Invesco S P 500 Equal Weight Industrials ETF Holding Summary
As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 628,222.00 shares of Invesco S P 500 Equal Weight Industrials ETF(RGI), totaling $33.63 Mil. This investment constitutes 5.37% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds -% of the outstanding Invesco S P 500 Equal Weight Industrials ETF(RGI) stock.
The initial trade took place in 2023Q1. And since then AFFINITY WEALTH MANAGEMENT LLC has made 8 purchases of RGI, at an average price of $70.96, for a total of 636,808.00 shares. In addition, there have been 2 sales at an average price of $51.39 for 8,586.00 shares. Based on historical transaction data and RGI's current price of $189.57, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his RGI holdings is $74.35 Mil, reflecting a 164.54% gain to date.
AFFINITY WEALTH MANAGEMENT LLC RGI ($189.57) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC RGI ($189.57) 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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