Fermata Advisors, LLC RWL Holdings History
Fermata Advisors, LLC's Invesco S&P 500 Revenue ETF Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 11,734.00 shares of Invesco S&P 500 Revenue ETF(RWL), totaling $1.22 Mil. This investment constitutes 0.33% of their stock portfolio, and Fermata Advisors, LLC now holds 0.02% of the outstanding Invesco S&P 500 Revenue ETF(RWL) stock.
The initial trade took place in 2024Q3. And since then Fermata Advisors, LLC has made 2 purchases of RWL, at an average price of $95.69, for a total of 105,635.00 shares. In addition, there have been 2 sales at an average price of $99.24 for 93,901.00 shares. Based on historical transaction data and RWL's current price of $103.92, Fermata Advisors, LLC's estimated gain on his RWL holdings is $429,200.69, reflecting a 4.25% gain to date.
Fermata Advisors, LLC RWL ($103.92) Holding Chart
Fermata Advisors, LLC RWL ($103.92) 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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