WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC RYH Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Invesco S P 500 Equal Weight Health Care ETF Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 387,256.00 shares of Invesco S P 500 Equal Weight Health Care ETF(RYH), totaling $11.52 Mil. This investment constitutes 4.09% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds -% of the outstanding Invesco S P 500 Equal Weight Health Care ETF(RYH) stock.
The initial trade took place in 2021Q3. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 13 purchases of RYH, at an average price of $65.40, for a total of 387,959.00 shares. In addition, there have been 1 sales at an average price of $298.81 for 703.00 shares. Based on historical transaction data and RYH's current price of $286.91, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his RYH holdings is $85.95 Mil, reflecting a 338.75% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC RYH ($286.91) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC RYH ($286.91) 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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