Prasad Wealth Partners, LLC PPA Holdings History
Number of Shares
2,290.00
Current Holdings Value*
$324,430.00
% of Portfolio
0.09%
Total Estimate Gain
$83,949.41
% of Total Estimate Gain
1.20%
Prasad Wealth Partners, LLC's Invesco Aerospace & Defense ETF Holding Summary
As of 2025-06-30, Prasad Wealth Partners, LLC held 2,290.00 shares of Invesco Aerospace & Defense ETF(PPA), totaling $324,430.00. This investment constitutes 0.09% of their stock portfolio, and Prasad Wealth Partners, LLC now holds 0.01% of the outstanding Invesco Aerospace & Defense ETF(PPA) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $118.33 for 57,224.00 shares. Based on historical transaction data and PPA's current price of $146.85, Prasad Wealth Partners, LLC's estimated gain on his PPA holdings is $83,949.41, reflecting a 1.20% gain to date.
Prasad Wealth Partners, LLC PPA ($146.85) Holding Chart
Prasad Wealth Partners, LLC PPA ($146.85) 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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