Kellett Wealth Advisors, LLC IPKW Holdings History
Kellett Wealth Advisors, LLC's PowerShares International BuyBack Achievers Portfo Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 77,084.00 shares of PowerShares International BuyBack Achievers Portfo(IPKW), totaling $3.52 Mil. This investment constitutes 2.44% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 1.81% of the outstanding PowerShares International BuyBack Achievers Portfo(IPKW) stock.
The initial trade took place in 2021Q4. And since then Kellett Wealth Advisors, LLC has made 7 purchases of IPKW, at an average price of $37.64, for a total of 123,241.00 shares. In addition, there have been 6 sales at an average price of $36.55 for 46,157.00 shares. Based on historical transaction data and IPKW's current price of $50.82, Kellett Wealth Advisors, LLC's estimated gain on his IPKW holdings is $965,601.17, reflecting a 20.81% gain to date.
Kellett Wealth Advisors, LLC IPKW ($50.82) Holding Chart
Kellett Wealth Advisors, LLC IPKW ($50.82) 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
