Number of Shares
117,485.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
4%
Total Estimate Gain
$934,487.32
% of Total Estimate Gain
18.17%

Legend Financial Advisors, Inc.'s Invesco S&P International Developed Momentum ETF Holding Summary

As of 2025-06-30, Legend Financial Advisors, Inc. held 117,485.00 shares of Invesco S&P International Developed Momentum ETF(IDMO), totaling $6.02 Mil. This investment constitutes 4% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.52% of the outstanding Invesco S&P International Developed Momentum ETF(IDMO) stock.

The initial trade took place in 2025Q1. And since then Legend Financial Advisors, Inc. has made 2 purchases of IDMO, at an average price of $43.79, for a total of 117,485.00 shares. Based on historical transaction data and IDMO's current price of $51.74, Legend Financial Advisors, Inc.'s estimated gain on his IDMO holdings is $934,487.32, reflecting a 18.17% gain to date.

Legend Financial Advisors, Inc. IDMO ($51.74) Holding Chart

Legend Financial Advisors, Inc. IDMO ($51.74) 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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