KWB Wealth IDHQ Holdings History
KWB Wealth's Invesco S&P International Developed Quality ETF Holding Summary
As of 2025-03-31, KWB Wealth held 569,126.00 shares of Invesco S&P International Developed Quality ETF(IDHQ), totaling $16.12 Mil. This investment constitutes 1.94% of their stock portfolio, and KWB Wealth now holds 4.53% of the outstanding Invesco S&P International Developed Quality ETF(IDHQ) stock.
The initial trade took place in 2024Q3. And since then KWB Wealth has made 2 purchases of IDHQ, at an average price of $30.77, for a total of 578,477.00 shares. In addition, there have been 1 sales at an average price of $29.90 for 9,351.00 shares. Based on historical transaction data and IDHQ's current price of $32.91, KWB Wealth's estimated gain on his IDHQ holdings is $1.21 Mil, reflecting a 6.81% gain to date.
KWB Wealth IDHQ ($32.91) Holding Chart
KWB Wealth IDHQ ($32.91) 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
