Stewardship Advisors, LLC RWL Holdings History
Number of Shares
217,350.00
Current Holdings Value*
$22.67 Mil
% of Portfolio
5.74%
Total Estimate Gain
$2.19 Mil
% of Total Estimate Gain
10.54%
Stewardship Advisors, LLC's Invesco S&P 500 Revenue ETF Holding Summary
As of 2025-06-30, Stewardship Advisors, LLC held 217,350.00 shares of Invesco S&P 500 Revenue ETF(RWL), totaling $22.67 Mil. This investment constitutes 5.74% of their stock portfolio, and Stewardship Advisors, LLC now holds 0.39% of the outstanding Invesco S&P 500 Revenue ETF(RWL) stock.
The initial trade took place in 2024Q3. And since then Stewardship Advisors, LLC has made 4 purchases of RWL, at an average price of $95.72, for a total of 217,350.00 shares. Based on historical transaction data and RWL's current price of $105.81, Stewardship Advisors, LLC's estimated gain on his RWL holdings is $2.19 Mil, reflecting a 10.54% gain to date.
Stewardship Advisors, LLC RWL ($105.81) Holding Chart
Stewardship Advisors, LLC RWL ($105.81) 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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