Legacy Capital Wealth Partners, LLC RWL Holdings History
Legacy Capital Wealth Partners, LLC's Invesco S&P 500 Revenue ETF Holding Summary
As of 2025-03-31, Legacy Capital Wealth Partners, LLC held 80,370.00 shares of Invesco S&P 500 Revenue ETF(RWL), totaling $7.47 Mil. This investment constitutes 1.84% of their stock portfolio, and Legacy Capital Wealth Partners, LLC now holds 0.15% of the outstanding Invesco S&P 500 Revenue ETF(RWL) stock.
The initial trade took place in 2021Q2. And since then Legacy Capital Wealth Partners, LLC has made 6 purchases of RWL, at an average price of $75.25, for a total of 2.67 Mil shares. In addition, there have been 10 sales at an average price of $77.78 for 2.59 Mil shares. Based on historical transaction data and RWL's current price of $103.95, Legacy Capital Wealth Partners, LLC's estimated gain on his RWL holdings is $8.85 Mil, reflecting a 4.41% gain to date.
Legacy Capital Wealth Partners, LLC RWL ($103.95) Holding Chart
Legacy Capital Wealth Partners, LLC RWL ($103.95) 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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