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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