FREEDOM WEALTH ALLIANCE, LLC PCEF Holdings History
Number of Shares
68,922.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
1.94%
Total Estimate Gain
$118,454.23
% of Total Estimate Gain
9.54%
FREEDOM WEALTH ALLIANCE, LLC's Invesco CEF Income Composite ETF Holding Summary
As of 2023-09-30, FREEDOM WEALTH ALLIANCE, LLC held 68,922.00 shares of Invesco CEF Income Composite ETF(PCEF), totaling $1.18 Mil. This investment constitutes 1.94% of their stock portfolio, and FREEDOM WEALTH ALLIANCE, LLC now holds 0.19% of the outstanding Invesco CEF Income Composite ETF(PCEF) stock.
The initial trade took place in 2022Q4. And since then FREEDOM WEALTH ALLIANCE, LLC has made 3 purchases of PCEF, at an average price of $18.01, for a total of 68,922.00 shares. Based on historical transaction data and PCEF's current price of $19.73, FREEDOM WEALTH ALLIANCE, LLC's estimated gain on his PCEF holdings is $118,454.23, reflecting a 9.54% gain to date.
FREEDOM WEALTH ALLIANCE, LLC PCEF ($19.73) Holding Chart
FREEDOM WEALTH ALLIANCE, LLC PCEF ($19.73) 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 % |
Top Ranked Articles
- 1