Genesee Capital Advisors, LLC PTF Holdings History
Genesee Capital Advisors, LLC's Invesco DWA Technology Momentum ETF Holding Summary
As of 2025-03-31, Genesee Capital Advisors, LLC held 19,423.00 shares of Invesco DWA Technology Momentum ETF(PTF), totaling $1.15 Mil. This investment constitutes 0.57% of their stock portfolio, and Genesee Capital Advisors, LLC now holds 0.31% of the outstanding Invesco DWA Technology Momentum ETF(PTF) stock.
The initial trade took place in 2021Q3. And since then Genesee Capital Advisors, LLC has made 6 purchases of PTF, at an average price of $48.22, for a total of 52,359.00 shares. In addition, there have been 5 sales at an average price of $60.52 for 32,936.00 shares. Based on historical transaction data and PTF's current price of $69.99, Genesee Capital Advisors, LLC's estimated gain on his PTF holdings is $828,261.03, reflecting a 32.81% gain to date.
Genesee Capital Advisors, LLC PTF ($69.99) Holding Chart
Genesee Capital Advisors, LLC PTF ($69.99) 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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