Fiduciary Planning LLC EQWL Holdings History
Fiduciary Planning LLC's Invesco Russell Top 200 Equal Weight ETF Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 157,809.00 shares of Invesco Russell Top 200 Equal Weight ETF(EQWL), totaling $16.27 Mil. This investment constitutes 5.36% of their stock portfolio, and Fiduciary Planning LLC now holds 1.44% of the outstanding Invesco Russell Top 200 Equal Weight ETF(EQWL) stock.
The initial trade took place in 2023Q3. And since then Fiduciary Planning LLC has made 3 purchases of EQWL, at an average price of $81.74, for a total of 288,855.00 shares. In addition, there have been 4 sales at an average price of $97.15 for 131,046.00 shares. Based on historical transaction data and EQWL's current price of $111.98, Fiduciary Planning LLC's estimated gain on his EQWL holdings is $6.79 Mil, reflecting a 28.76% gain to date.
Fiduciary Planning LLC EQWL ($111.98) Holding Chart
Fiduciary Planning LLC EQWL ($111.98) 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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