MBL Wealth, LLC RYE Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$550,188.65
% of Total Estimate Gain
39.71%

MBL Wealth, LLC's Invesco S P 500 Equal Weight Energy ETF Holding Summary

As of 2025-03-31, MBL Wealth, LLC held - shares of Invesco S P 500 Equal Weight Energy ETF(RYE), totaling N/A. This investment constitutes 0% of their stock portfolio, and MBL Wealth, LLC now holds -% of the outstanding Invesco S P 500 Equal Weight Energy ETF(RYE) stock.

The initial trade took place in 2021Q3. And since then MBL Wealth, LLC has made 6 purchases of RYE, at an average price of $57.21, for a total of 24,216.00 shares. In addition, there have been 6 sales at an average price of $79.93 for 24,216.00 shares. Based on historical transaction data and RYE's current price of $66.61, MBL Wealth, LLC's estimated gain on his RYE holdings is $550,188.65, reflecting a 39.71% gain to date.

MBL Wealth, LLC RYE ($66.61) Holding Chart

MBL Wealth, LLC RYE ($66.61) 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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