Number of Shares
31,245.00
Current Holdings Value*
$5.79 Mil
% of Portfolio
5.35%
Total Estimate Gain
$267,791.33
% of Total Estimate Gain
4.50%

FLOYD FINANCIAL GROUP LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, FLOYD FINANCIAL GROUP LLC held 31,245.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $5.79 Mil. This investment constitutes 5.35% of their stock portfolio, and FLOYD FINANCIAL GROUP LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. And since then FLOYD FINANCIAL GROUP LLC has made 1 purchases of RSP, at an average price of $178.02, for a total of 33,465.00 shares. In addition, there have been 1 sales at an average price of $172.62 for 2,220.00 shares. Based on historical transaction data and RSP's current price of $186.97, FLOYD FINANCIAL GROUP LLC's estimated gain on his RSP holdings is $267,791.33, reflecting a 4.50% gain to date.

FLOYD FINANCIAL GROUP LLC RSP ($186.97) Holding Chart

FLOYD FINANCIAL GROUP LLC RSP ($186.97) 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 %

Top Ranked Articles

  • 1