Number of Shares
162,072.00
Current Holdings Value*
$5.54 Mil
% of Portfolio
2.53%
Total Estimate Gain
$31.54 Mil
% of Total Estimate Gain
196.35%

Joseph P. Lucia & Associates, LLC's Invesco S P 500 Equal Weight Technology ETF Holding Summary

As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 162,072.00 shares of Invesco S P 500 Equal Weight Technology ETF(RYT), totaling $5.54 Mil. This investment constitutes 2.53% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds -% of the outstanding Invesco S P 500 Equal Weight Technology ETF(RYT) stock.

The initial trade took place in 2019Q3. And since then Joseph P. Lucia & Associates, LLC has made 9 purchases of RYT, at an average price of $82.13, for a total of 195,588.00 shares. In addition, there have been 14 sales at an average price of $56.56 for 33,516.00 shares. Based on historical transaction data and RYT's current price of $282.01, Joseph P. Lucia & Associates, LLC's estimated gain on his RYT holdings is $31.54 Mil, reflecting a 196.35% gain to date.

Joseph P. Lucia & Associates, LLC RYT ($282.01) Holding Chart

Joseph P. Lucia & Associates, LLC RYT ($282.01) 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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