Siligmueller & Norvid Wealth Advisors LLC EQWL Holdings History
Number of Shares
58,685.00
Current Holdings Value*
$6.05 Mil
% of Portfolio
2.56%
Total Estimate Gain
$380,374.70
% of Total Estimate Gain
6.20%
Siligmueller & Norvid Wealth Advisors LLC's Invesco Russell Top 200 Equal Weight ETF Holding Summary
As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 58,685.00 shares of Invesco Russell Top 200 Equal Weight ETF(EQWL), totaling $6.05 Mil. This investment constitutes 2.56% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.52% of the outstanding Invesco Russell Top 200 Equal Weight ETF(EQWL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $104.97 for 137.00 shares. Based on historical transaction data and EQWL's current price of $110.75, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his EQWL holdings is $380,374.70, reflecting a 6.20% gain to date.
Siligmueller & Norvid Wealth Advisors LLC EQWL ($110.75) Holding Chart
Siligmueller & Norvid Wealth Advisors LLC EQWL ($110.75) 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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