Number of Shares
143,018.00
Current Holdings Value*
$14.97 Mil
% of Portfolio
14.26%
Total Estimate Gain
$-3.06 Mil
% of Total Estimate Gain
-19.20%

Fortitude Financial, LLC's Invesco S P MidCap 400 Equal Weight ETF Holding Summary

As of 2025-03-31, Fortitude Financial, LLC held 143,018.00 shares of Invesco S P MidCap 400 Equal Weight ETF(EWMC), totaling $14.97 Mil. This investment constitutes 14.26% of their stock portfolio, and Fortitude Financial, LLC now holds -% of the outstanding Invesco S P MidCap 400 Equal Weight ETF(EWMC) stock.

The initial trade took place in 2024Q4. And since then Fortitude Financial, LLC has made 1 purchases of EWMC, at an average price of $111.49, for a total of 143,018.00 shares. Based on historical transaction data and EWMC's current price of $90.08, Fortitude Financial, LLC's estimated gain on his EWMC holdings is $-3.06 Mil, reflecting a -19.20% gain to date.

Fortitude Financial, LLC EWMC ($90.08) Holding Chart

Fortitude Financial, LLC EWMC ($90.08) 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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