Altus Wealth Management, LLC EQWL Holdings History
Altus Wealth Management, LLC's Invesco Russell Top 200 Equal Weight ETF Holding Summary
As of 2025-06-30, Altus Wealth Management, LLC held 295,389.00 shares of Invesco Russell Top 200 Equal Weight ETF(EQWL), totaling $32.48 Mil. This investment constitutes 15.55% of their stock portfolio, and Altus Wealth Management, LLC now holds 2.14% of the outstanding Invesco Russell Top 200 Equal Weight ETF(EQWL) stock.
The initial trade took place in 2025Q2. And since then Altus Wealth Management, LLC has made 1 purchases of EQWL, at an average price of $103.12, for a total of 295,389.00 shares. Based on historical transaction data and EQWL's current price of $111.30, Altus Wealth Management, LLC's estimated gain on his EQWL holdings is $2.42 Mil, reflecting a 7.93% gain to date.
Altus Wealth Management, LLC EQWL ($111.30) Holding Chart
Altus Wealth Management, LLC EQWL ($111.30) 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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