Number of Shares
269,519.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
3.17%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
25.18%

Johnson & White Wealth Management, LLC's Invesco RAFI Emerging Markets ETF Holding Summary

As of 2025-06-30, Johnson & White Wealth Management, LLC held 269,519.00 shares of Invesco RAFI Emerging Markets ETF(PXH), totaling $6.30 Mil. This investment constitutes 3.17% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.42% of the outstanding Invesco RAFI Emerging Markets ETF(PXH) stock.

The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 9 purchases of PXH, at an average price of $19.04, for a total of 269,640.00 shares. In addition, there have been 2 sales at an average price of $22.02 for 121.00 shares. Based on historical transaction data and PXH's current price of $23.84, Johnson & White Wealth Management, LLC's estimated gain on his PXH holdings is $1.29 Mil, reflecting a 25.18% gain to date.

Johnson & White Wealth Management, LLC PXH ($23.84) Holding Chart

Johnson & White Wealth Management, LLC PXH ($23.84) 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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