Carlton Hofferkamp & Jenks Wealth Management, LLC RSP Holdings History
Carlton Hofferkamp & Jenks Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Carlton Hofferkamp & Jenks Wealth Management, LLC held 124,032.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $20.03 Mil. This investment constitutes 8.27% of their stock portfolio, and Carlton Hofferkamp & Jenks Wealth Management, LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2013Q3. And since then Carlton Hofferkamp & Jenks Wealth Management, LLC has made 20 purchases of RSP, at an average price of $93.57, for a total of 276,608.00 shares. In addition, there have been 14 sales at an average price of $106.14 for 152,576.00 shares. Based on historical transaction data and RSP's current price of $184.18, Carlton Hofferkamp & Jenks Wealth Management, LLC's estimated gain on his RSP holdings is $13.16 Mil, reflecting a 50.83% gain to date.
Carlton Hofferkamp & Jenks Wealth Management, LLC RSP ($184.18) Holding Chart
Carlton Hofferkamp & Jenks Wealth Management, LLC RSP ($184.18) 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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