Number of Shares
11,179.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
0.17%
Total Estimate Gain
$905,815.02
% of Total Estimate Gain
5.46%

Blue Chip Partners, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Blue Chip Partners, LLC held 11,179.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $1.94 Mil. This investment constitutes 0.17% of their stock portfolio, and Blue Chip Partners, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2014Q4. And since then Blue Chip Partners, LLC has made 17 purchases of RSP, at an average price of $148.84, for a total of 111,413.00 shares. In addition, there have been 13 sales at an average price of $153.62 for 100,234.00 shares. Based on historical transaction data and RSP's current price of $186.96, Blue Chip Partners, LLC's estimated gain on his RSP holdings is $905,815.02, reflecting a 5.46% gain to date.

Blue Chip Partners, LLC RSP ($186.96) Holding Chart

Blue Chip Partners, LLC RSP ($186.96) 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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