Legacy Capital Wealth Partners, LLC PKW Holdings History
Legacy Capital Wealth Partners, LLC's Invesco BuyBack Achievers ETF Holding Summary
As of 2025-03-31, Legacy Capital Wealth Partners, LLC held 69,638.00 shares of Invesco BuyBack Achievers ETF(PKW), totaling $7.26 Mil. This investment constitutes 1.79% of their stock portfolio, and Legacy Capital Wealth Partners, LLC now holds 0.66% of the outstanding Invesco BuyBack Achievers ETF(PKW) stock.
The initial trade took place in 2021Q2. And since then Legacy Capital Wealth Partners, LLC has made 7 purchases of PKW, at an average price of $92.22, for a total of 2.66 Mil shares. In addition, there have been 9 sales at an average price of $95.04 for 2.59 Mil shares. Based on historical transaction data and PKW's current price of $125.58, Legacy Capital Wealth Partners, LLC's estimated gain on his PKW holdings is $9.63 Mil, reflecting a 3.92% gain to date.
Legacy Capital Wealth Partners, LLC PKW ($125.58) Holding Chart
Legacy Capital Wealth Partners, LLC PKW ($125.58) 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
