Ipsen Advisor Group LLC RWK Holdings History
Ipsen Advisor Group LLC's Invesco S&P MidCap 400 Revenue ETF Holding Summary
As of 2025-03-31, Ipsen Advisor Group LLC held 42,630.00 shares of Invesco S&P MidCap 400 Revenue ETF(RWK), totaling $4.60 Mil. This investment constitutes 3.96% of their stock portfolio, and Ipsen Advisor Group LLC now holds 0.59% of the outstanding Invesco S&P MidCap 400 Revenue ETF(RWK) stock.
The initial trade took place in 2024Q4. And since then Ipsen Advisor Group LLC has made 2 purchases of RWK, at an average price of $119.36, for a total of 42,630.00 shares. Based on historical transaction data and RWK's current price of $120.86, Ipsen Advisor Group LLC's estimated gain on his RWK holdings is $63,976.65, reflecting a 1.26% gain to date.
Ipsen Advisor Group LLC RWK ($120.86) Holding Chart
Ipsen Advisor Group LLC RWK ($120.86) 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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