Atlantic Edge Private Wealth Management, LLC RSP Holdings History
Atlantic Edge Private Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 57,096.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $9.89 Mil. This investment constitutes 3.02% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 5 purchases of RSP, at an average price of $153.87, for a total of 57,096.00 shares. Based on historical transaction data and RSP's current price of $180.89, Atlantic Edge Private Wealth Management, LLC's estimated gain on his RSP holdings is $1.54 Mil, reflecting a 17.56% gain to date.
Atlantic Edge Private Wealth Management, LLC RSP ($180.89) Holding Chart
Atlantic Edge Private Wealth Management, 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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