BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RSP Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 50,170.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $8.69 Mil. This investment constitutes 1.65% of their stock portfolio, and BLUE BELL 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 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 7 purchases of RSP, at an average price of $108.41, for a total of 163,403.00 shares. In addition, there have been 20 sales at an average price of $102.92 for 113,233.00 shares. Based on historical transaction data and RSP's current price of $184.42, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his RSP holdings is $3.19 Mil, reflecting a 18.02% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RSP ($184.42) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RSP ($184.42) 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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