Delos Wealth Advisors, LLC RSP Holdings History
Delos Wealth Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 14,287.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $2.47 Mil. This investment constitutes 1.96% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2021Q2. And since then Delos Wealth Advisors, LLC has made 6 purchases of RSP, at an average price of $169.26, for a total of 14,494.00 shares. In addition, there have been 4 sales at an average price of $147.62 for 207.00 shares. Based on historical transaction data and RSP's current price of $184.18, Delos Wealth Advisors, LLC's estimated gain on his RSP holdings is $208,685.01, reflecting a 8.51% gain to date.
Delos Wealth Advisors, LLC RSP ($184.18) Holding Chart
Delos Wealth Advisors, 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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