THEORY FINANCIAL LLC PTF Holdings History
THEORY FINANCIAL LLC's Invesco DWA Technology Momentum ETF Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 36,135.00 shares of Invesco DWA Technology Momentum ETF(PTF), totaling $2.13 Mil. This investment constitutes 0.9% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.56% of the outstanding Invesco DWA Technology Momentum ETF(PTF) stock.
The initial trade took place in 2022Q4. And since then THEORY FINANCIAL LLC has made 6 purchases of PTF, at an average price of $43.66, for a total of 114,444.00 shares. In addition, there have been 4 sales at an average price of $64.95 for 78,309.00 shares. Based on historical transaction data and PTF's current price of $68.28, THEORY FINANCIAL LLC's estimated gain on his PTF holdings is $2.56 Mil, reflecting a 51.15% gain to date.
THEORY FINANCIAL LLC PTF ($68.28) Holding Chart
THEORY FINANCIAL LLC PTF ($68.28) 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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