Dakota Wealth Management RSP Holdings History
Dakota Wealth Management's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, Dakota Wealth Management held 380,120.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $69.08 Mil. This investment constitutes 1.45% of their stock portfolio, and Dakota Wealth Management now holds 0.09% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2014Q4. And since then Dakota Wealth Management has made 17 purchases of RSP, at an average price of $153.93, for a total of 451,484.00 shares. In addition, there have been 11 sales at an average price of $141.55 for 71,364.00 shares. Based on historical transaction data and RSP's current price of $184.18, Dakota Wealth Management's estimated gain on his RSP holdings is $10.62 Mil, reflecting a 15.28% gain to date.
Dakota Wealth Management RSP ($184.18) Holding Chart
Dakota Wealth Management 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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