Number of Shares
4,200.00
Current Holdings Value*
$456,920.00
% of Portfolio
0.24%
Total Estimate Gain
$16,674.00
% of Total Estimate Gain
3.80%

Yoder Wealth Management, Inc.'s Invesco CurrencyShares Euro Trust Holding Summary

As of 2025-06-30, Yoder Wealth Management, Inc. held 4,200.00 shares of Invesco CurrencyShares Euro Trust(FXE), totaling $456,920.00. This investment constitutes 0.24% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.08% of the outstanding Invesco CurrencyShares Euro Trust(FXE) stock.

The initial trade took place in 2025Q2. And since then Yoder Wealth Management, Inc. has made 1 purchases of FXE, at an average price of $104.56, for a total of 4,200.00 shares. Based on historical transaction data and FXE's current price of $108.53, Yoder Wealth Management, Inc.'s estimated gain on his FXE holdings is $16,674.00, reflecting a 3.80% gain to date.

Yoder Wealth Management, Inc. FXE ($108.53) Holding Chart

Yoder Wealth Management, Inc. FXE ($108.53) 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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