Number of Shares
128,043.00
Current Holdings Value*
$6.39 Mil
% of Portfolio
4.69%
Total Estimate Gain
$284,255.46
% of Total Estimate Gain
4.18%

Legend Financial Advisors, Inc.'s Invesco S&P 500 Equal Weight Consumer Discretionary ETF Holding Summary

As of 2025-03-31, Legend Financial Advisors, Inc. held 128,043.00 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD), totaling $6.39 Mil. This investment constitutes 4.69% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 3.26% of the outstanding Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD) stock.

The initial trade took place in 2025Q1. And since then Legend Financial Advisors, Inc. has made 1 purchases of RSPD, at an average price of $53.15, for a total of 128,043.00 shares. Based on historical transaction data and RSPD's current price of $55.37, Legend Financial Advisors, Inc.'s estimated gain on his RSPD holdings is $284,255.46, reflecting a 4.18% gain to date.

Legend Financial Advisors, Inc. RSPD ($55.37) Holding Chart

Legend Financial Advisors, Inc. RSPD ($55.37) 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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