Number of Shares
112,720.00
Current Holdings Value*
$3.47 Mil
% of Portfolio
2.04%
Total Estimate Gain
$11.35 Mil
% of Total Estimate Gain
58.27%

Private Wealth Group, LLC's Invesco S P 500 Equal Weight Consumer Staples ETF Holding Summary

As of 2025-03-31, Private Wealth Group, LLC held 112,720.00 shares of Invesco S P 500 Equal Weight Consumer Staples ETF(RHS), totaling $3.47 Mil. This investment constitutes 2.04% of their stock portfolio, and Private Wealth Group, LLC now holds -% of the outstanding Invesco S P 500 Equal Weight Consumer Staples ETF(RHS) stock.

The initial trade took place in 2021Q2. And since then Private Wealth Group, LLC has made 5 purchases of RHS, at an average price of $82.88, for a total of 235,010.00 shares. In addition, there have been 11 sales at an average price of $98.64 for 122,290.00 shares. Based on historical transaction data and RHS's current price of $166.46, Private Wealth Group, LLC's estimated gain on his RHS holdings is $11.35 Mil, reflecting a 58.27% gain to date.

Private Wealth Group, LLC RHS ($166.46) Holding Chart

Private Wealth Group, LLC RHS ($166.46) 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 %

Top Ranked Articles

  • 1