CM WEALTH ADVISORS LLC RSP Holdings History
CM WEALTH ADVISORS LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 42,708.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $7.40 Mil. This investment constitutes 2.37% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 6 purchases of RSP, at an average price of $159.21, for a total of 85,566.00 shares. In addition, there have been 2 sales at an average price of $157.95 for 42,858.00 shares. Based on historical transaction data and RSP's current price of $186.83, CM WEALTH ADVISORS LLC's estimated gain on his RSP holdings is $1.13 Mil, reflecting a 8.26% gain to date.
CM WEALTH ADVISORS LLC RSP ($186.83) Holding Chart
CM WEALTH ADVISORS 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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