Number of Shares
15,709.00
Current Holdings Value*
$1.01 Mil
% of Portfolio
0.66%
Total Estimate Gain
$69,015.92
% of Total Estimate Gain
6.60%

McGinn Penninger Investment Management, Inc.'s Invesco Water Resources ETF Holding Summary

As of 2025-03-31, McGinn Penninger Investment Management, Inc. held 15,709.00 shares of Invesco Water Resources ETF(PHO), totaling $1.01 Mil. This investment constitutes 0.66% of their stock portfolio, and McGinn Penninger Investment Management, Inc. now holds 0.05% of the outstanding Invesco Water Resources ETF(PHO) stock.

The initial trade took place in 2025Q1. And since then McGinn Penninger Investment Management, Inc. has made 1 purchases of PHO, at an average price of $66.54, for a total of 15,709.00 shares. Based on historical transaction data and PHO's current price of $70.93, McGinn Penninger Investment Management, Inc.'s estimated gain on his PHO holdings is $69,015.92, reflecting a 6.60% gain to date.

McGinn Penninger Investment Management, Inc. PHO ($70.93) Holding Chart

McGinn Penninger Investment Management, Inc. PHO ($70.93) 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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