Number of Shares
27,980.00
Current Holdings Value*
$4.85 Mil
% of Portfolio
1.95%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
45.92%

ACCESS FINANCIAL SERVICES, INC.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 27,980.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $4.85 Mil. This investment constitutes 1.95% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q2. And since then ACCESS FINANCIAL SERVICES, INC. has made 8 purchases of RSP, at an average price of $113.60, for a total of 50,744.00 shares. In addition, there have been 13 sales at an average price of $147.20 for 22,764.00 shares. Based on historical transaction data and RSP's current price of $180.89, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his RSP holdings is $2.65 Mil, reflecting a 45.92% gain to date.

ACCESS FINANCIAL SERVICES, INC. RSP ($180.89) Holding Chart

ACCESS FINANCIAL SERVICES, INC. RSP ($180.89) 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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