Number of Shares
119,663.00
Current Holdings Value*
$8.24 Mil
% of Portfolio
4.05%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
7.81%

Aletheian Wealth Advisors LLC's Invesco Global Listed Private Equity ETF Holding Summary

As of 2025-06-30, Aletheian Wealth Advisors LLC held 119,663.00 shares of Invesco Global Listed Private Equity ETF(PSP), totaling $8.24 Mil. This investment constitutes 4.05% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 2.86% of the outstanding Invesco Global Listed Private Equity ETF(PSP) stock.

The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 10 purchases of PSP, at an average price of $58.05, for a total of 225,484.00 shares. In addition, there have been 4 sales at an average price of $54.08 for 105,821.00 shares. Based on historical transaction data and PSP's current price of $70.11, Aletheian Wealth Advisors LLC's estimated gain on his PSP holdings is $1.02 Mil, reflecting a 7.81% gain to date.

Aletheian Wealth Advisors LLC PSP ($70.11) Holding Chart

Aletheian Wealth Advisors LLC PSP ($70.11) 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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