ADG Wealth Management Group, LLC RSP Holdings History
ADG Wealth Management Group, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 78,528.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $13.60 Mil. This investment constitutes 12.83% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $177.82 for 7,167.00 shares. Based on historical transaction data and RSP's current price of $184.16, ADG Wealth Management Group, LLC's estimated gain on his RSP holdings is $239,068.62, reflecting a 1.54% gain to date.
ADG Wealth Management Group, LLC RSP ($184.16) Holding Chart
ADG Wealth Management Group, LLC RSP ($184.16) 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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