Number of Shares
7,984.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.55%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
27.72%

Genesee Capital Advisors, LLC's Invesco DWA Industrials Momentum ETF Holding Summary

As of 2025-03-31, Genesee Capital Advisors, LLC held 7,984.00 shares of Invesco DWA Industrials Momentum ETF(PRN), totaling $1.10 Mil. This investment constitutes 0.55% of their stock portfolio, and Genesee Capital Advisors, LLC now holds 0.33% of the outstanding Invesco DWA Industrials Momentum ETF(PRN) stock.

The initial trade took place in 2021Q3. And since then Genesee Capital Advisors, LLC has made 6 purchases of PRN, at an average price of $98.99, for a total of 37,042.00 shares. In addition, there have been 7 sales at an average price of $117.24 for 29,058.00 shares. Based on historical transaction data and PRN's current price of $159.87, Genesee Capital Advisors, LLC's estimated gain on his PRN holdings is $1.02 Mil, reflecting a 27.72% gain to date.

Genesee Capital Advisors, LLC PRN ($159.87) Holding Chart

Genesee Capital Advisors, LLC PRN ($159.87) 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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