Number of Shares
163,400.00
Current Holdings Value*
$28.31 Mil
% of Portfolio
3.97%
Total Estimate Gain
$8.16 Mil
% of Total Estimate Gain
14.94%

Atlas Private Wealth Advisors's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Atlas Private Wealth Advisors held 163,400.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $28.31 Mil. This investment constitutes 3.97% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q2. And since then Atlas Private Wealth Advisors has made 11 purchases of RSP, at an average price of $154.45, for a total of 353,337.00 shares. In addition, there have been 8 sales at an average price of $171.67 for 189,937.00 shares. Based on historical transaction data and RSP's current price of $184.35, Atlas Private Wealth Advisors's estimated gain on his RSP holdings is $8.16 Mil, reflecting a 14.94% gain to date.

Atlas Private Wealth Advisors RSP ($184.35) Holding Chart

Atlas Private Wealth Advisors RSP ($184.35) 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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