Atlas Legacy Advisors, LLC RWL Holdings History
Number of Shares
154,187.00
Current Holdings Value*
$15.47 Mil
% of Portfolio
3.93%
Total Estimate Gain
$450,226.04
% of Total Estimate Gain
2.89%
Atlas Legacy Advisors, LLC's Invesco S&P 500 Revenue ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 154,187.00 shares of Invesco S&P 500 Revenue ETF(RWL), totaling $15.47 Mil. This investment constitutes 3.93% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.29% of the outstanding Invesco S&P 500 Revenue ETF(RWL) stock.
The initial trade took place in 2025Q1. And since then Atlas Legacy Advisors, LLC has made 1 purchases of RWL, at an average price of $101.03, for a total of 154,187.00 shares. Based on historical transaction data and RWL's current price of $103.95, Atlas Legacy Advisors, LLC's estimated gain on his RWL holdings is $450,226.04, reflecting a 2.89% gain to date.
Atlas Legacy Advisors, LLC RWL ($103.95) Holding Chart
Atlas Legacy Advisors, LLC RWL ($103.95) 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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