Evolution Wealth Advisors, LLC VRP Holdings History
Evolution Wealth Advisors, LLC's Invesco Variable Rate Preferred ETF Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 450,915.00 shares of Invesco Variable Rate Preferred ETF(VRP), totaling $10.93 Mil. This investment constitutes 1.82% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.53% of the outstanding Invesco Variable Rate Preferred ETF(VRP) stock.
The initial trade took place in 2020Q4. And since then Evolution Wealth Advisors, LLC has made 13 purchases of VRP, at an average price of $23.37, for a total of 510,348.00 shares. In addition, there have been 5 sales at an average price of $24.47 for 59,433.00 shares. Based on historical transaction data and VRP's current price of $24.49, Evolution Wealth Advisors, LLC's estimated gain on his VRP holdings is $571,529.46, reflecting a 4.79% gain to date.
Evolution Wealth Advisors, LLC VRP ($24.49) Holding Chart
Evolution Wealth Advisors, LLC VRP ($24.49) 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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