Birchcreek Wealth Management, LLC RSP Holdings History
Birchcreek Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Birchcreek Wealth Management, LLC held 33,437.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $5.79 Mil. This investment constitutes 3.66% of their stock portfolio, and Birchcreek 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 2020Q4. And since then Birchcreek Wealth Management, LLC has made 14 purchases of RSP, at an average price of $137.28, for a total of 34,837.00 shares. In addition, there have been 3 sales at an average price of $155.86 for 1,400.00 shares. Based on historical transaction data and RSP's current price of $185.89, Birchcreek Wealth Management, LLC's estimated gain on his RSP holdings is $1.65 Mil, reflecting a 34.53% gain to date.
Birchcreek Wealth Management, LLC RSP ($185.89) Holding Chart
Birchcreek Wealth Management, LLC RSP ($185.89) 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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