Number of Shares
951,747.00
Current Holdings Value*
$18.38 Mil
% of Portfolio
1.52%
Total Estimate Gain
$4.10 Mil
% of Total Estimate Gain
25.48%

Strategic Wealth Partners, Ltd.'s Invesco International Dividend Achievers ETF Holding Summary

As of 2024-12-31, Strategic Wealth Partners, Ltd. held 951,747.00 shares of Invesco International Dividend Achievers ETF(PID), totaling $18.38 Mil. This investment constitutes 1.52% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 2.18% of the outstanding Invesco International Dividend Achievers ETF(PID) stock.

The initial trade took place in 2022Q4. And since then Strategic Wealth Partners, Ltd. has made 8 purchases of PID, at an average price of $16.88, for a total of 952,641.00 shares. In addition, there have been 1 sales at an average price of $17.12 for 894.00 shares. Based on historical transaction data and PID's current price of $21.19, Strategic Wealth Partners, Ltd.'s estimated gain on his PID holdings is $4.10 Mil, reflecting a 25.48% gain to date.

Strategic Wealth Partners, Ltd. PID ($21.19) Holding Chart

Strategic Wealth Partners, Ltd. PID ($21.19) 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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