Arete Wealth Advisors, LLC RSP Holdings History
Arete Wealth Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 146,264.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $25.34 Mil. This investment constitutes 1.93% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2015Q3. And since then Arete Wealth Advisors, LLC has made 16 purchases of RSP, at an average price of $136.51, for a total of 871,345.00 shares. In addition, there have been 15 sales at an average price of $147.02 for 725,081.00 shares. Based on historical transaction data and RSP's current price of $185.89, Arete Wealth Advisors, LLC's estimated gain on his RSP holdings is $14.84 Mil, reflecting a 12.48% gain to date.
Arete Wealth Advisors, LLC RSP ($185.89) Holding Chart
Arete Wealth Advisors, LLC RSP ($185.89) 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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