Number of Shares
30,104.00
Current Holdings Value*
$1.50 Mil
% of Portfolio
0.85%
Total Estimate Gain
$62,315.28
% of Total Estimate Gain
3.89%

Yoder Wealth Management, Inc.'s Invesco S&P 500 Equal Weight Consumer Discretionary ETF Holding Summary

As of 2025-03-31, Yoder Wealth Management, Inc. held 30,104.00 shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD), totaling $1.50 Mil. This investment constitutes 0.85% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.76% of the outstanding Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD) stock.

The initial trade took place in 2025Q1. And since then Yoder Wealth Management, Inc. has made 1 purchases of RSPD, at an average price of $53.15, for a total of 30,104.00 shares. Based on historical transaction data and RSPD's current price of $55.22, Yoder Wealth Management, Inc.'s estimated gain on his RSPD holdings is $62,315.28, reflecting a 3.89% gain to date.

Yoder Wealth Management, Inc. RSPD ($55.22) Holding Chart

Yoder Wealth Management, Inc. RSPD ($55.22) 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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