Number of Shares
64,217.00
Current Holdings Value*
$11.12 Mil
% of Portfolio
8.56%
Total Estimate Gain
$355,969.52
% of Total Estimate Gain
3.08%

Davidson Kahn Capital Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Davidson Kahn Capital Management, LLC held 64,217.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $11.12 Mil. This investment constitutes 8.56% of their stock portfolio, and Davidson Kahn Capital Management, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. And since then Davidson Kahn Capital Management, LLC has made 1 purchases of RSP, at an average price of $180.24, for a total of 64,217.00 shares. Based on historical transaction data and RSP's current price of $185.78, Davidson Kahn Capital Management, LLC's estimated gain on his RSP holdings is $355,969.52, reflecting a 3.08% gain to date.

Davidson Kahn Capital Management, LLC RSP ($185.78) Holding Chart

Davidson Kahn Capital Management, LLC RSP ($185.78) 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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