Johnson & White Wealth Management, LLC IDLV Holdings History
Johnson & White Wealth Management, LLC's Invesco S&P International Developed Low Volatility ETF Holding Summary
As of 2025-06-30, Johnson & White Wealth Management, LLC held 169,052.00 shares of Invesco S&P International Developed Low Volatility ETF(IDLV), totaling $5.60 Mil. This investment constitutes 2.82% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 1.4% of the outstanding Invesco S&P International Developed Low Volatility ETF(IDLV) stock.
The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 8 purchases of IDLV, at an average price of $27.20, for a total of 186,817.00 shares. In addition, there have been 3 sales at an average price of $26.88 for 17,765.00 shares. Based on historical transaction data and IDLV's current price of $33.09, Johnson & White Wealth Management, LLC's estimated gain on his IDLV holdings is $989,063.44, reflecting a 19.46% gain to date.
Johnson & White Wealth Management, LLC IDLV ($33.09) Holding Chart
Johnson & White Wealth Management, LLC IDLV ($33.09) 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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