Acorn Wealth Advisors, LLC RSP Holdings History
Acorn Wealth Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 19,319.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $3.35 Mil. This investment constitutes 1.39% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2018Q2. And since then Acorn Wealth Advisors, LLC has made 12 purchases of RSP, at an average price of $116.36, for a total of 44,609.00 shares. In addition, there have been 10 sales at an average price of $113.01 for 25,290.00 shares. Based on historical transaction data and RSP's current price of $184.61, Acorn Wealth Advisors, LLC's estimated gain on his RSP holdings is $1.23 Mil, reflecting a 23.77% gain to date.
Acorn Wealth Advisors, LLC RSP ($184.61) Holding Chart
Acorn Wealth Advisors, LLC RSP ($184.61) 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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