AllSquare Wealth Management LLC RZV Holdings History
AllSquare Wealth Management LLC's Invesco S&P SmallCap 600 Pure Value ETF Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 69,150.00 shares of Invesco S&P SmallCap 600 Pure Value ETF(RZV), totaling $6.84 Mil. This investment constitutes 4.06% of their stock portfolio, and AllSquare Wealth Management LLC now holds 3.46% of the outstanding Invesco S&P SmallCap 600 Pure Value ETF(RZV) stock.
The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 4 purchases of RZV, at an average price of $65.16, for a total of 94,553.00 shares. In addition, there have been 15 sales at an average price of $90.12 for 25,403.00 shares. Based on historical transaction data and RZV's current price of $107.69, AllSquare Wealth Management LLC's estimated gain on his RZV holdings is $3.58 Mil, reflecting a 58.03% gain to date.
AllSquare Wealth Management LLC RZV ($107.69) Holding Chart
AllSquare Wealth Management LLC RZV ($107.69) 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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