Burt Wealth Advisors IDLV Holdings History
Burt Wealth Advisors's Invesco S&P International Developed Low Volatility ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 641,631.00 shares of Invesco S&P International Developed Low Volatility ETF(IDLV), totaling $21.25 Mil. This investment constitutes 4.86% of their stock portfolio, and Burt Wealth Advisors now holds 5.3% of the outstanding Invesco S&P International Developed Low Volatility ETF(IDLV) stock.
The initial trade took place in 2021Q3. And since then Burt Wealth Advisors has made 6 purchases of IDLV, at an average price of $26.21, for a total of 835,389.00 shares. In addition, there have been 11 sales at an average price of $28.16 for 193,758.00 shares. Based on historical transaction data and IDLV's current price of $33.09, Burt Wealth Advisors's estimated gain on his IDLV holdings is $4.79 Mil, reflecting a 21.88% gain to date.
Burt Wealth Advisors IDLV ($33.09) Holding Chart
Burt Wealth Advisors IDLV ($33.09) 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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