Cooksen Wealth, LLC PWV Holdings History
Number of Shares
52,311.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
3.01%
Total Estimate Gain
$761,648.16
% of Total Estimate Gain
30.68%
Cooksen Wealth, LLC's Invesco Large Cap Value ETF Holding Summary
As of 2025-03-31, Cooksen Wealth, LLC held 52,311.00 shares of Invesco Large Cap Value ETF(PWV), totaling $2.96 Mil. This investment constitutes 3.01% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.3% of the outstanding Invesco Large Cap Value ETF(PWV) stock.
The initial trade took place in 2023Q4. Based on historical transaction data and PWV's current price of $62.02, Cooksen Wealth, LLC's estimated gain on his PWV holdings is $761,648.16, reflecting a 30.68% gain to date.
Cooksen Wealth, LLC PWV ($62.02) Holding Chart
Cooksen Wealth, LLC 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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