BBJS FINANCIAL ADVISORS, LLC RSP Holdings History
BBJS FINANCIAL ADVISORS, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 146,802.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $26.30 Mil. This investment constitutes 9.38% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 4 purchases of RSP, at an average price of $161.74, for a total of 146,802.00 shares. Based on historical transaction data and RSP's current price of $184.76, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his RSP holdings is $3.38 Mil, reflecting a 14.23% gain to date.
BBJS FINANCIAL ADVISORS, LLC RSP ($184.76) Holding Chart
BBJS FINANCIAL ADVISORS, LLC RSP ($184.76) 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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