Yoder Wealth Management, Inc. FXE Holdings History
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 % |
Top Ranked Articles
- 1