Prentice Wealth Management LLC EQWL Holdings History
Prentice Wealth Management LLC's Invesco Russell Top 200 Equal Weight ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 124,537.00 shares of Invesco Russell Top 200 Equal Weight ETF(EQWL), totaling $12.84 Mil. This investment constitutes 3.71% of their stock portfolio, and Prentice Wealth Management LLC now holds 1.11% of the outstanding Invesco Russell Top 200 Equal Weight ETF(EQWL) stock.
The initial trade took place in 2021Q2. And since then Prentice Wealth Management LLC has made 12 purchases of EQWL, at an average price of $82.40, for a total of 130,584.00 shares. In addition, there have been 3 sales at an average price of $79.95 for 6,047.00 shares. Based on historical transaction data and EQWL's current price of $111.98, Prentice Wealth Management LLC's estimated gain on his EQWL holdings is $3.67 Mil, reflecting a 34.10% gain to date.
Prentice Wealth Management LLC EQWL ($111.98) Holding Chart
Prentice Wealth Management LLC EQWL ($111.98) 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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