Number of Shares
34,490.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
1.55%
Total Estimate Gain
$143,478.40
% of Total Estimate Gain
6.25%

Strive Asset Management, LLC's Invesco Water Resources ETF Holding Summary

As of 2025-03-31, Strive Asset Management, LLC held 34,490.00 shares of Invesco Water Resources ETF(PHO), totaling $2.23 Mil. This investment constitutes 1.55% of their stock portfolio, and Strive Asset Management, LLC now holds 0.11% of the outstanding Invesco Water Resources ETF(PHO) stock.

The initial trade took place in 2025Q1. And since then Strive Asset Management, LLC has made 1 purchases of PHO, at an average price of $66.54, for a total of 34,490.00 shares. Based on historical transaction data and PHO's current price of $70.70, Strive Asset Management, LLC's estimated gain on his PHO holdings is $143,478.40, reflecting a 6.25% gain to date.

Strive Asset Management, LLC PHO ($70.70) Holding Chart

Strive Asset Management, LLC PHO ($70.70) 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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