LWM Advisory Services, LLC EELV Holdings History
LWM Advisory Services, LLC's Invesco S&P Emerging Markets Low Volatility ETF Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 355,162.00 shares of Invesco S&P Emerging Markets Low Volatility ETF(EELV), totaling $8.62 Mil. This investment constitutes 5.99% of their stock portfolio, and LWM Advisory Services, LLC now holds 2.38% of the outstanding Invesco S&P Emerging Markets Low Volatility ETF(EELV) stock.
The initial trade took place in 2022Q1. And since then LWM Advisory Services, LLC has made 10 purchases of EELV, at an average price of $24.03, for a total of 715,740.00 shares. In addition, there have been 3 sales at an average price of $23.68 for 360,578.00 shares. Based on historical transaction data and EELV's current price of $26.06, LWM Advisory Services, LLC's estimated gain on his EELV holdings is $591,414.80, reflecting a 3.44% gain to date.
LWM Advisory Services, LLC EELV ($26.06) Holding Chart
LWM Advisory Services, LLC EELV ($26.06) 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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