Number of Shares
190,273.00
Current Holdings Value*
$12.19 Mil
% of Portfolio
7.84%
Total Estimate Gain
$-331,036.53
% of Total Estimate Gain
-2.13%

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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