RFG - Bristol Wealth Advisors, LLC RWL Holdings History
RFG - Bristol Wealth Advisors, LLC's Invesco S&P 500 Revenue ETF Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 119,016.00 shares of Invesco S&P 500 Revenue ETF(RWL), totaling $11.82 Mil. This investment constitutes 3.96% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0.22% of the outstanding Invesco S&P 500 Revenue ETF(RWL) stock.
The initial trade took place in 2024Q4. And since then RFG - Bristol Wealth Advisors, LLC has made 1 purchases of RWL, at an average price of $100.37, for a total of 119,016.00 shares. Based on historical transaction data and RWL's current price of $103.95, RFG - Bristol Wealth Advisors, LLC's estimated gain on his RWL holdings is $426,288.14, reflecting a 3.57% gain to date.
RFG - Bristol Wealth Advisors, LLC RWL ($103.95) Holding Chart
RFG - Bristol Wealth Advisors, LLC RWL ($103.95) 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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