Patriot Financial Group Insurance Agency, LLC RDIV Holdings History
Patriot Financial Group Insurance Agency, LLC's Invesco S&P Ultra Dividend Revenue ETF Holding Summary
As of 2025-03-31, Patriot Financial Group Insurance Agency, LLC held - shares of Invesco S&P Ultra Dividend Revenue ETF(RDIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0% of the outstanding Invesco S&P Ultra Dividend Revenue ETF(RDIV) stock.
The initial trade took place in 2024Q3. And since then Patriot Financial Group Insurance Agency, LLC has made 2 purchases of RDIV, at an average price of $48.26, for a total of 101,720.00 shares. In addition, there have been 1 sales at an average price of $49.12 for 101,720.00 shares. Based on historical transaction data and RDIV's current price of $48.74, Patriot Financial Group Insurance Agency, LLC's estimated gain on his RDIV holdings is $87,516.27, reflecting a 1.78% gain to date.
Patriot Financial Group Insurance Agency, LLC RDIV ($48.74) Holding Chart
Patriot Financial Group Insurance Agency, LLC RDIV ($48.74) 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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