Twelve Points Wealth Management LLC RZG Holdings History
Twelve Points Wealth Management LLC's Invesco S&P SmallCap 600 Pure Growth ETF Holding Summary
As of 2025-03-31, Twelve Points Wealth Management LLC held 171,485.00 shares of Invesco S&P SmallCap 600 Pure Growth ETF(RZG), totaling $8.02 Mil. This investment constitutes 2.18% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 8.37% of the outstanding Invesco S&P SmallCap 600 Pure Growth ETF(RZG) stock.
The initial trade took place in 2021Q4. And since then Twelve Points Wealth Management LLC has made 11 purchases of RZG, at an average price of $45.42, for a total of 208,528.00 shares. In addition, there have been 2 sales at an average price of $40.15 for 37,043.00 shares. Based on historical transaction data and RZG's current price of $50.25, Twelve Points Wealth Management LLC's estimated gain on his RZG holdings is $633,825.90, reflecting a 6.69% gain to date.
Twelve Points Wealth Management LLC RZG ($50.25) Holding Chart
Twelve Points Wealth Management LLC RZG ($50.25) 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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