Endowment Wealth Management, Inc. PSP Holdings History
Endowment Wealth Management, Inc.'s Invesco Global Listed Private Equity ETF Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 190,273.00 shares of Invesco Global Listed Private Equity ETF(PSP), totaling $12.19 Mil. This investment constitutes 7.84% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 5.16% of the outstanding Invesco Global Listed Private Equity ETF(PSP) stock.
The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 8 purchases of PSP, at an average price of $70.48, for a total of 220,285.40 shares. In addition, there have been 5 sales at an average price of $63.36 for 30,012.40 shares. Based on historical transaction data and PSP's current price of $69.86, Endowment Wealth Management, Inc.'s estimated gain on his PSP holdings is $-331,036.53, reflecting a -2.13% gain to date.
Endowment Wealth Management, Inc. PSP ($69.86) Holding Chart
Endowment Wealth Management, Inc. PSP ($69.86) 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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