Number of Shares
88,290.00
Current Holdings Value*
$15.29 Mil
% of Portfolio
2.97%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
8.47%

Fortis Group Advisors, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Fortis Group Advisors, LLC held 88,290.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $15.29 Mil. This investment constitutes 2.97% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.02% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 8 purchases of RSP, at an average price of $172.09, for a total of 88,672.00 shares. In addition, there have been 1 sales at an average price of $149.38 for 382.00 shares. Based on historical transaction data and RSP's current price of $186.83, Fortis Group Advisors, LLC's estimated gain on his RSP holdings is $1.29 Mil, reflecting a 8.47% gain to date.

Fortis Group Advisors, LLC RSP ($186.83) Holding Chart

Fortis Group Advisors, LLC RSP ($186.83) 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