Alta Wealth Advisors LLC RSP Holdings History
Alta Wealth Advisors LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 28,701.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $4.97 Mil. This investment constitutes 2.28% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 9 purchases of RSP, at an average price of $148.58, for a total of 39,754.00 shares. In addition, there have been 4 sales at an average price of $146.23 for 11,053.00 shares. Based on historical transaction data and RSP's current price of $184.16, Alta Wealth Advisors LLC's estimated gain on his RSP holdings is $995,321.80, reflecting a 16.85% gain to date.
Alta Wealth Advisors LLC RSP ($184.16) Holding Chart
Alta Wealth Advisors 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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