Compass Wealth Management LLC RSP Holdings History
Compass Wealth Management LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 118,503.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $20.53 Mil. This investment constitutes 5.24% of their stock portfolio, and Compass 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 2022Q4. And since then Compass Wealth Management LLC has made 8 purchases of RSP, at an average price of $144.14, for a total of 119,738.00 shares. In addition, there have been 1 sales at an average price of $160.58 for 1,235.00 shares. Based on historical transaction data and RSP's current price of $184.18, Compass Wealth Management LLC's estimated gain on his RSP holdings is $4.77 Mil, reflecting a 27.61% gain to date.
Compass Wealth Management LLC RSP ($184.18) Holding Chart
Compass 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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