CBIZ Investment Advisory Services, LLC RSP Holdings History
CBIZ Investment Advisory Services, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 266,519.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $46.17 Mil. This investment constitutes 2.26% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.07% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then CBIZ Investment Advisory Services, LLC has made 4 purchases of RSP, at an average price of $154.37, for a total of 266,811.00 shares. In addition, there have been 2 sales at an average price of $179.86 for 292.00 shares. Based on historical transaction data and RSP's current price of $186.83, CBIZ Investment Advisory Services, LLC's estimated gain on his RSP holdings is $8.66 Mil, reflecting a 21.02% gain to date.
CBIZ Investment Advisory Services, LLC RSP ($186.83) Holding Chart
CBIZ Investment Advisory Services, LLC RSP ($186.83) 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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