Unique Wealth Strategies, LLC PRF Holdings History
Unique Wealth Strategies, LLC's Invesco RAFI US 1000 ETF Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 96,722.00 shares of Invesco RAFI US 1000 ETF(PRF), totaling $3.72 Mil. This investment constitutes 1.74% of their stock portfolio, and Unique Wealth Strategies, LLC now holds -% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.
The initial trade took place in 2023Q4. In addition, there have been 1 sales at an average price of $36.32 for 85,043.00 shares. Based on historical transaction data and PRF's current price of $42.66, Unique Wealth Strategies, LLC's estimated gain on his PRF holdings is $1.26 Mil, reflecting a 21.09% gain to date.
Unique Wealth Strategies, LLC PRF ($42.66) Holding Chart
Unique Wealth Strategies, LLC PRF ($42.66) 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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