Epic Trust Investment Advisors, LLC RSP Holdings History
Epic Trust Investment Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-06-30, Epic Trust Investment Advisors, LLC held 38,123.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $6.26 Mil. This investment constitutes 6.97% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds -% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2021Q4. And since then Epic Trust Investment Advisors, LLC has made 8 purchases of RSP, at an average price of $149.17, for a total of 43,525.00 shares. In addition, there have been 2 sales at an average price of $145.76 for 5,402.00 shares. Based on historical transaction data and RSP's current price of $183.70, Epic Trust Investment Advisors, LLC's estimated gain on his RSP holdings is $1.30 Mil, reflecting a 20.00% gain to date.
Epic Trust Investment Advisors, LLC RSP ($183.70) Holding Chart
Epic Trust Investment Advisors, LLC RSP ($183.70) 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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