Number of Shares
22,886.00
Current Holdings Value*
$3.61 Mil
% of Portfolio
2.05%
Total Estimate Gain
$64,924.27
% of Total Estimate Gain
0.24%

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

As of 2023-12-31, DB Wealth Management Group, LLC held 22,886.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $3.61 Mil. This investment constitutes 2.05% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 7 purchases of RSP, at an average price of $150.21, for a total of 183,145.00 shares. In addition, there have been 5 sales at an average price of $145.33 for 160,259.00 shares. Based on historical transaction data and RSP's current price of $187.21, DB Wealth Management Group, LLC's estimated gain on his RSP holdings is $64,924.27, reflecting a 0.24% gain to date.

DB Wealth Management Group, LLC RSP ($187.21) Holding Chart

DB Wealth Management Group, LLC RSP ($187.21) 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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