Advisor OS, LLC RSP Holdings History
Advisor OS, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held 108,175.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $18.74 Mil. This investment constitutes 2.13% of their stock portfolio, and Advisor OS, LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q2. And since then Advisor OS, LLC has made 14 purchases of RSP, at an average price of $138.22, for a total of 368,323.00 shares. In addition, there have been 5 sales at an average price of $155.64 for 260,148.00 shares. Based on historical transaction data and RSP's current price of $180.89, Advisor OS, LLC's estimated gain on his RSP holdings is $9.15 Mil, reflecting a 17.97% gain to date.
Advisor OS, LLC RSP ($180.89) Holding Chart
Advisor OS, 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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