BDO Wealth Advisors, LLC RSP Holdings History
BDO Wealth Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2023-06-30, BDO Wealth Advisors, LLC held 303,014.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $45.34 Mil. This investment constitutes 5.2% of their stock portfolio, and BDO Wealth Advisors, LLC now holds 0.13% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2018Q2. And since then BDO Wealth Advisors, LLC has made 13 purchases of RSP, at an average price of $137.69, for a total of 311,141.00 shares. In addition, there have been 5 sales at an average price of $140.14 for 8,127.00 shares. Based on historical transaction data and RSP's current price of $181.74, BDO Wealth Advisors, LLC's estimated gain on his RSP holdings is $13.37 Mil, reflecting a 31.20% gain to date.
BDO Wealth Advisors, LLC RSP ($181.74) Holding Chart
BDO Wealth Advisors, LLC RSP ($181.74) 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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