Ascent Wealth Partners, LLC RSP Holdings History
Ascent Wealth Partners, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 92,761.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $16.07 Mil. This investment constitutes 2.16% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then Ascent Wealth Partners, LLC has made 6 purchases of RSP, at an average price of $152.52, for a total of 92,761.00 shares. Based on historical transaction data and RSP's current price of $187.43, Ascent Wealth Partners, LLC's estimated gain on his RSP holdings is $3.24 Mil, reflecting a 22.89% gain to date.
Ascent Wealth Partners, LLC RSP ($187.43) Holding Chart
Ascent Wealth Partners, LLC RSP ($187.43) 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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