Fonville Wealth Management LLC RSP Holdings History
Fonville Wealth Management LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Fonville Wealth Management LLC held 16,322.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $2.76 Mil. This investment constitutes 0.81% of their stock portfolio, and Fonville Wealth Management LLC now holds 0% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2025Q1. And since then Fonville Wealth Management LLC has made 1 purchases of RSP, at an average price of $177.82, for a total of 16,322.00 shares. Based on historical transaction data and RSP's current price of $184.16, Fonville Wealth Management LLC's estimated gain on his RSP holdings is $103,481.48, reflecting a 3.57% gain to date.
Fonville Wealth Management LLC RSP ($184.16) Holding Chart
Fonville Wealth Management LLC RSP ($184.16) 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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