National Wealth Management Group, LLC EQWL Holdings History
National Wealth Management Group, LLC's Invesco Russell Top 200 Equal Weight ETF Holding Summary
As of 2025-03-31, National Wealth Management Group, LLC held 25,759.00 shares of Invesco Russell Top 200 Equal Weight ETF(EQWL), totaling $2.66 Mil. This investment constitutes 1.75% of their stock portfolio, and National Wealth Management Group, LLC now holds 0.21% of the outstanding Invesco Russell Top 200 Equal Weight ETF(EQWL) stock.
The initial trade took place in 2023Q1. And since then National Wealth Management Group, LLC has made 4 purchases of EQWL, at an average price of $89.20, for a total of 41,282.00 shares. In addition, there have been 4 sales at an average price of $97.68 for 15,523.00 shares. Based on historical transaction data and EQWL's current price of $110.88, National Wealth Management Group, LLC's estimated gain on his EQWL holdings is $690,206.02, reflecting a 18.74% gain to date.
National Wealth Management Group, LLC EQWL ($110.88) Holding Chart
National Wealth Management Group, LLC EQWL ($110.88) 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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