Comprehensive Wealth Management, LLC PXE Holdings History
Comprehensive Wealth Management, LLC's Invesco Energy Exploration & Production ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held - shares of Invesco Energy Exploration & Production ETF(PXE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 0% of the outstanding Invesco Energy Exploration & Production ETF(PXE) stock.
The initial trade took place in 2024Q3. And since then Comprehensive Wealth Management, LLC has made 2 purchases of PXE, at an average price of $30.96, for a total of 44,471.00 shares. In addition, there have been 1 sales at an average price of $29.90 for 44,471.00 shares. Based on historical transaction data and PXE's current price of $28.88, Comprehensive Wealth Management, LLC's estimated gain on his PXE holdings is $-47,256.72, reflecting a -3.43% gain to date.
Comprehensive Wealth Management, LLC PXE ($28.88) Holding Chart
Comprehensive Wealth Management, LLC PXE ($28.88) 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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