Number of Shares
782,020.00
Current Holdings Value*
$23.41 Mil
% of Portfolio
8.33%
Total Estimate Gain
$3.75 Mil
% of Total Estimate Gain
17.27%

Cedar Wealth Management, LLC's Invesco S&P International Developed Quality ETF Holding Summary

As of 2025-03-31, Cedar Wealth Management, LLC held 782,020.00 shares of Invesco S&P International Developed Quality ETF(IDHQ), totaling $23.41 Mil. This investment constitutes 8.33% of their stock portfolio, and Cedar Wealth Management, LLC now holds 5.97% of the outstanding Invesco S&P International Developed Quality ETF(IDHQ) stock.

The initial trade took place in 2021Q2. And since then Cedar Wealth Management, LLC has made 14 purchases of IDHQ, at an average price of $27.56, for a total of 787,543.00 shares. In addition, there have been 2 sales at an average price of $30.17 for 5,523.00 shares. Based on historical transaction data and IDHQ's current price of $32.34, Cedar Wealth Management, LLC's estimated gain on his IDHQ holdings is $3.75 Mil, reflecting a 17.27% gain to date.

Cedar Wealth Management, LLC IDHQ ($32.34) Holding Chart

Cedar Wealth Management, LLC IDHQ ($32.34) 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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