Number of Shares
13,981.00
Current Holdings Value*
$2.54 Mil
% of Portfolio
4.19%
Total Estimate Gain
$45,286.36
% of Total Estimate Gain
1.79%

Charis Legacy Partners, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, Charis Legacy Partners, LLC held 13,981.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $2.54 Mil. This investment constitutes 4.19% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $177.82 for 4.00 shares. Based on historical transaction data and RSP's current price of $184.08, Charis Legacy Partners, LLC's estimated gain on his RSP holdings is $45,286.36, reflecting a 1.79% gain to date.

Charis Legacy Partners, LLC RSP ($184.08) Holding Chart

Charis Legacy Partners, LLC RSP ($184.08) 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 %

Top Ranked Articles

  • 1