Joseph P. Lucia & Associates, LLC RYF Holdings History
Joseph P. Lucia & Associates, LLC's Invesco S P 500 Equal Weight Financials ETF Holding Summary
As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 81,520.00 shares of Invesco S P 500 Equal Weight Financials ETF(RYF), totaling $5.91 Mil. This investment constitutes 2.7% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds -% of the outstanding Invesco S P 500 Equal Weight Financials ETF(RYF) stock.
The initial trade took place in 2021Q3. And since then Joseph P. Lucia & Associates, LLC has made 6 purchases of RYF, at an average price of $61.43, for a total of 101,127.00 shares. In addition, there have been 9 sales at an average price of $54.30 for 19,607.00 shares. Based on historical transaction data and RYF's current price of $50.64, Joseph P. Lucia & Associates, LLC's estimated gain on his RYF holdings is $-1.02 Mil, reflecting a -16.41% gain to date.
Joseph P. Lucia & Associates, LLC RYF ($50.64) Holding Chart
Joseph P. Lucia & Associates, LLC RYF ($50.64) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
