Evernest Financial Advisors, LLC RSP Holdings History
Evernest Financial Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 76,798.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $13.30 Mil. This investment constitutes 4.77% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2021Q4. And since then Evernest Financial Advisors, LLC has made 5 purchases of RSP, at an average price of $160.86, for a total of 77,512.00 shares. In addition, there have been 1 sales at an average price of $145.27 for 714.00 shares. Based on historical transaction data and RSP's current price of $184.18, Evernest Financial Advisors, LLC's estimated gain on his RSP holdings is $1.78 Mil, reflecting a 14.28% gain to date.
Evernest Financial Advisors, LLC RSP ($184.18) Holding Chart
Evernest Financial 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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