Holistic Planning, LLC RWL Holdings History
Holistic Planning, LLC's Invesco S&P 500 Revenue ETF Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 12,581.00 shares of Invesco S&P 500 Revenue ETF(RWL), totaling $1.25 Mil. This investment constitutes 0.42% of their stock portfolio, and Holistic Planning, LLC now holds 0.02% of the outstanding Invesco S&P 500 Revenue ETF(RWL) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 1 purchases of RWL, at an average price of $97.49, for a total of 15,158.00 shares. In addition, there have been 1 sales at an average price of $88.41 for 2,577.00 shares. Based on historical transaction data and RWL's current price of $103.92, Holistic Planning, LLC's estimated gain on his RWL holdings is $57,490.49, reflecting a 3.89% gain to date.
Holistic Planning, LLC RWL ($103.92) Holding Chart
Holistic Planning, LLC RWL ($103.92) 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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