Number of Shares
160,739.00
Current Holdings Value*
$27.85 Mil
% of Portfolio
7.81%
Total Estimate Gain
$4.73 Mil
% of Total Estimate Gain
16.87%

Frisch Financial Group, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Frisch Financial Group, Inc. held 160,739.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $27.85 Mil. This investment constitutes 7.81% of their stock portfolio, and Frisch Financial Group, Inc. now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2022Q2. And since then Frisch Financial Group, Inc. has made 9 purchases of RSP, at an average price of $157.33, for a total of 178,123.00 shares. In addition, there have been 3 sales at an average price of $178.79 for 17,384.00 shares. Based on historical transaction data and RSP's current price of $184.42, Frisch Financial Group, Inc.'s estimated gain on his RSP holdings is $4.73 Mil, reflecting a 16.87% gain to date.

Frisch Financial Group, Inc. RSP ($184.42) Holding Chart

Frisch Financial Group, Inc. RSP ($184.42) 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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