ELEVATION WEALTH PARTNERS, LLC RSP Holdings History
ELEVATION WEALTH PARTNERS, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 4,040.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $734,260.00. This investment constitutes 0.29% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2023Q4. And since then ELEVATION WEALTH PARTNERS, LLC has made 4 purchases of RSP, at an average price of $153.75, for a total of 23,009.00 shares. In addition, there have been 3 sales at an average price of $179.47 for 18,969.00 shares. Based on historical transaction data and RSP's current price of $187.43, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his RSP holdings is $624,045.11, reflecting a 17.64% gain to date.
ELEVATION WEALTH PARTNERS, LLC RSP ($187.43) Holding Chart
ELEVATION WEALTH PARTNERS, LLC RSP ($187.43) 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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