Atlas Wealth LLC RSP Holdings History
Number of Shares
136,069.00
Current Holdings Value*
$23.57 Mil
% of Portfolio
9.65%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
10.91%
Atlas Wealth LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Atlas Wealth LLC held 136,069.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $23.57 Mil. This investment constitutes 9.65% of their stock portfolio, and Atlas Wealth LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q4. And since then Atlas Wealth LLC has made 6 purchases of RSP, at an average price of $168.26, for a total of 136,069.00 shares. Based on historical transaction data and RSP's current price of $186.61, Atlas Wealth LLC's estimated gain on his RSP holdings is $2.50 Mil, reflecting a 10.91% gain to date.
Atlas Wealth LLC RSP ($186.61) Holding Chart
Atlas Wealth LLC RSP ($186.61) 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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