Yoder Wealth Management, Inc. RYT Holdings History
Yoder Wealth Management, Inc.'s Invesco S P 500 Equal Weight Technology ETF Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 142,651.00 shares of Invesco S P 500 Equal Weight Technology ETF(RYT), totaling $4.88 Mil. This investment constitutes 2.75% of their stock portfolio, and Yoder Wealth Management, Inc. now holds -% of the outstanding Invesco S P 500 Equal Weight Technology ETF(RYT) stock.
The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 3 purchases of RYT, at an average price of $52.04, for a total of 146,949.00 shares. In addition, there have been 4 sales at an average price of $91.10 for 4,298.00 shares. Based on historical transaction data and RYT's current price of $282.01, Yoder Wealth Management, Inc.'s estimated gain on his RYT holdings is $32.97 Mil, reflecting a 431.14% gain to date.
Yoder Wealth Management, Inc. RYT ($282.01) Holding Chart
Yoder Wealth Management, Inc. RYT ($282.01) 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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