RFG - Bristol Wealth Advisors, LLC IUS Holdings History
RFG - Bristol Wealth Advisors, LLC's INVESCO EXC TR SEL Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 465,251.00 shares of INVESCO EXC TR SEL(IUS), totaling $22.96 Mil. This investment constitutes 7.7% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 3.79% of the outstanding INVESCO EXC TR SEL(IUS) stock.
The initial trade took place in 2024Q4. And since then RFG - Bristol Wealth Advisors, LLC has made 1 purchases of IUS, at an average price of $50.64, for a total of 465,251.00 shares. Based on historical transaction data and IUS's current price of $51.77, RFG - Bristol Wealth Advisors, LLC's estimated gain on his IUS holdings is $527,523.46, reflecting a 2.24% gain to date.
RFG - Bristol Wealth Advisors, LLC IUS ($51.77) Holding Chart
RFG - Bristol Wealth Advisors, LLC IUS ($51.77) 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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