Number of Shares
5,939.00
Current Holdings Value*
$1.03 Mil
% of Portfolio
1.46%
Total Estimate Gain
$756,394.15
% of Total Estimate Gain
18.80%

Capitol Family Office, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Capitol Family Office, Inc. held 5,939.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $1.03 Mil. This investment constitutes 1.46% of their stock portfolio, and Capitol Family Office, Inc. now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2023Q2. And since then Capitol Family Office, Inc. has made 2 purchases of RSP, at an average price of $148.71, for a total of 27,055.00 shares. In addition, there have been 6 sales at an average price of $174.41 for 21,116.00 shares. Based on historical transaction data and RSP's current price of $184.71, Capitol Family Office, Inc.'s estimated gain on his RSP holdings is $756,394.15, reflecting a 18.80% gain to date.

Capitol Family Office, Inc. RSP ($184.71) Holding Chart

Capitol Family Office, Inc. RSP ($184.71) 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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