DEFINED WEALTH MANAGEMENT, LLC RSP Holdings History
DEFINED WEALTH MANAGEMENT, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 24,803.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $4.51 Mil. This investment constitutes 2.79% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, 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 DEFINED WEALTH MANAGEMENT, LLC has made 8 purchases of RSP, at an average price of $122.86, for a total of 32,393.00 shares. In addition, there have been 11 sales at an average price of $148.43 for 7,590.00 shares. Based on historical transaction data and RSP's current price of $184.18, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his RSP holdings is $1.71 Mil, reflecting a 43.09% gain to date.
DEFINED WEALTH MANAGEMENT, LLC RSP ($184.18) Holding Chart
DEFINED 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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