Number of Shares
51,805.00
Current Holdings Value*
$8.97 Mil
% of Portfolio
3.22%
Total Estimate Gain
$1.75 Mil
% of Total Estimate Gain
14.87%

ACIMA PRIVATE WEALTH, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, ACIMA PRIVATE WEALTH, LLC held 51,805.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $8.97 Mil. This investment constitutes 3.22% of their stock portfolio, and ACIMA PRIVATE WEALTH, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q3. And since then ACIMA PRIVATE WEALTH, LLC has made 10 purchases of RSP, at an average price of $149.31, for a total of 78,770.00 shares. In addition, there have been 3 sales at an average price of $153.52 for 26,965.00 shares. Based on historical transaction data and RSP's current price of $180.89, ACIMA PRIVATE WEALTH, LLC's estimated gain on his RSP holdings is $1.75 Mil, reflecting a 14.87% gain to date.

ACIMA PRIVATE WEALTH, LLC RSP ($180.89) Holding Chart

ACIMA PRIVATE WEALTH, LLC 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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