Geller Advisors LLC RSP Holdings History
Number of Shares
112,515.00
Current Holdings Value*
$19.72 Mil
% of Portfolio
1.3%
Total Estimate Gain
$2.98 Mil
% of Total Estimate Gain
16.44%
Geller Advisors LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-12-31, Geller Advisors LLC held 112,515.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $19.72 Mil. This investment constitutes 1.3% of their stock portfolio, and Geller Advisors LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q1. And since then Geller Advisors LLC has made 4 purchases of RSP, at an average price of $160.81, for a total of 112,515.00 shares. Based on historical transaction data and RSP's current price of $187.25, Geller Advisors LLC's estimated gain on his RSP holdings is $2.98 Mil, reflecting a 16.44% gain to date.
Geller Advisors LLC RSP ($187.25) Holding Chart
Geller Advisors LLC RSP ($187.25) 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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