Genesee Capital Advisors, LLC PFI Holdings History
Genesee Capital Advisors, LLC's Invesco DWA Financial Momentum ETF Holding Summary
As of 2025-03-31, Genesee Capital Advisors, LLC held 17,558.00 shares of Invesco DWA Financial Momentum ETF(PFI), totaling $938,450.00. This investment constitutes 0.47% of their stock portfolio, and Genesee Capital Advisors, LLC now holds 1.49% of the outstanding Invesco DWA Financial Momentum ETF(PFI) stock.
The initial trade took place in 2021Q3. And since then Genesee Capital Advisors, LLC has made 8 purchases of PFI, at an average price of $45.99, for a total of 73,909.00 shares. In addition, there have been 4 sales at an average price of $46.02 for 56,351.00 shares. Based on historical transaction data and PFI's current price of $56.38, Genesee Capital Advisors, LLC's estimated gain on his PFI holdings is $184,344.73, reflecting a 5.42% gain to date.
Genesee Capital Advisors, LLC PFI ($56.38) Holding Chart
Genesee Capital Advisors, LLC PFI ($56.38) 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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