Badgley Phelps Wealth Managers, LLC RSP Holdings History
Badgley Phelps Wealth Managers, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 59,310.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $10.27 Mil. This investment constitutes 0.25% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q1. And since then Badgley Phelps Wealth Managers, LLC has made 4 purchases of RSP, at an average price of $163.38, for a total of 158,797.00 shares. In addition, there have been 2 sales at an average price of $145.05 for 99,487.00 shares. Based on historical transaction data and RSP's current price of $183.70, Badgley Phelps Wealth Managers, LLC's estimated gain on his RSP holdings is $-618,553.44, reflecting a -2.38% gain to date.
Badgley Phelps Wealth Managers, LLC RSP ($183.70) Holding Chart
Badgley Phelps Wealth Managers, LLC RSP ($183.70) 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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