Clearstead Advisors, LLC RSP Holdings History
Clearstead Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 601,594.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $104.21 Mil. This investment constitutes 1.62% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.15% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 13 purchases of RSP, at an average price of $172.46, for a total of 636,647.00 shares. In addition, there have been 6 sales at an average price of $135.44 for 35,053.00 shares. Based on historical transaction data and RSP's current price of $184.42, Clearstead Advisors, LLC's estimated gain on his RSP holdings is $5.90 Mil, reflecting a 5.37% gain to date.
Clearstead Advisors, LLC RSP ($184.42) Holding Chart
Clearstead Advisors, 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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