Number of Shares
6,978.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
1.1%
Total Estimate Gain
$32,501.04
% of Total Estimate Gain
2.59%

Centricity Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Centricity Wealth Management, LLC held 6,978.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $1.21 Mil. This investment constitutes 1.1% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of RSP, at an average price of $179.76, for a total of 6,978.00 shares. Based on historical transaction data and RSP's current price of $184.42, Centricity Wealth Management, LLC's estimated gain on his RSP holdings is $32,501.04, reflecting a 2.59% gain to date.

Centricity Wealth Management, LLC RSP ($184.42) Holding Chart

Centricity Wealth Management, LLC RSP ($184.42) 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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