Number of Shares
37,202.00
Current Holdings Value*
$6.67 Mil
% of Portfolio
2.36%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
37.33%

Carmichael Hill & Associates, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2024-09-30, Carmichael Hill & Associates, Inc. held 37,202.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $6.67 Mil. This investment constitutes 2.36% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 25 purchases of RSP, at an average price of $117.10, for a total of 54,536.00 shares. In addition, there have been 1 sales at an average price of $105.64 for 17,334.00 shares. Based on historical transaction data and RSP's current price of $186.53, Carmichael Hill & Associates, Inc.'s estimated gain on his RSP holdings is $2.38 Mil, reflecting a 37.33% gain to date.

Carmichael Hill & Associates, Inc. RSP ($186.53) Holding Chart

Carmichael Hill & Associates, Inc. RSP ($186.53) 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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