Atlas Private Wealth Advisors PWV Holdings History
Atlas Private Wealth Advisors's Invesco Large Cap Value ETF Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 456,583.00 shares of Invesco Large Cap Value ETF(PWV), totaling $27.17 Mil. This investment constitutes 3.81% of their stock portfolio, and Atlas Private Wealth Advisors now holds 2.61% of the outstanding Invesco Large Cap Value ETF(PWV) stock.
The initial trade took place in 2022Q2. And since then Atlas Private Wealth Advisors has made 8 purchases of PWV, at an average price of $49.54, for a total of 1.14 Mil shares. In addition, there have been 4 sales at an average price of $50.37 for 679,451.00 shares. Based on historical transaction data and PWV's current price of $62.02, Atlas Private Wealth Advisors's estimated gain on his PWV holdings is $6.26 Mil, reflecting a 11.13% gain to date.
Atlas Private Wealth Advisors PWV ($62.02) Holding Chart
Atlas Private Wealth Advisors PWV ($62.02) 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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