AGH Wealth Advisors, LLC PWV Holdings History
AGH Wealth Advisors, LLC's Invesco Large Cap Value ETF Holding Summary
As of 2025-03-31, AGH Wealth Advisors, LLC held 45,937.00 shares of Invesco Large Cap Value ETF(PWV), totaling $2.73 Mil. This investment constitutes 2.64% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0.26% of the outstanding Invesco Large Cap Value ETF(PWV) stock.
The initial trade took place in 2024Q4. And since then AGH Wealth Advisors, LLC has made 1 purchases of PWV, at an average price of $59.16, for a total of 45,937.00 shares. Based on historical transaction data and PWV's current price of $62.86, AGH Wealth Advisors, LLC's estimated gain on his PWV holdings is $169,874.08, reflecting a 6.25% gain to date.
AGH Wealth Advisors, LLC PWV ($62.86) Holding Chart
AGH Wealth Advisors, LLC PWV ($62.86) 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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