Number of Shares
69,344.00
Current Holdings Value*
$12.01 Mil
% of Portfolio
4.54%
Total Estimate Gain
$3.09 Mil
% of Total Estimate Gain
4.27%

FSA WEALTH PARTNERS, INC.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 69,344.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $12.01 Mil. This investment constitutes 4.54% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q3. And since then FSA WEALTH PARTNERS, INC. has made 8 purchases of RSP, at an average price of $120.51, for a total of 600,838.00 shares. In addition, there have been 11 sales at an average price of $118.03 for 531,494.00 shares. Based on historical transaction data and RSP's current price of $184.18, FSA WEALTH PARTNERS, INC.'s estimated gain on his RSP holdings is $3.09 Mil, reflecting a 4.27% gain to date.

FSA WEALTH PARTNERS, INC. RSP ($184.18) Holding Chart

FSA WEALTH PARTNERS, INC. 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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