Elk River Wealth Management, LLC RSP Holdings History
Elk River Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Elk River Wealth Management, LLC held 196,391.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $34.02 Mil. This investment constitutes 6.37% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0.05% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 12 purchases of RSP, at an average price of $131.57, for a total of 233,501.00 shares. In addition, there have been 5 sales at an average price of $157.62 for 37,110.00 shares. Based on historical transaction data and RSP's current price of $180.89, Elk River Wealth Management, LLC's estimated gain on his RSP holdings is $10.65 Mil, reflecting a 34.68% gain to date.
Elk River Wealth Management, LLC RSP ($180.89) Holding Chart
Elk River Wealth Management, LLC RSP ($180.89) 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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