Number of Shares
29,238.00
Current Holdings Value*
$5.40 Mil
% of Portfolio
2.96%
Total Estimate Gain
$387,513.92
% of Total Estimate Gain
7.44%

Global Wealth Management, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-06-30, Global Wealth Management, LLC held 29,238.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $5.40 Mil. This investment constitutes 2.96% of their stock portfolio, and Global Wealth Management, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 1 purchases of RSP, at an average price of $171.26, for a total of 30,428.00 shares. In addition, there have been 2 sales at an average price of $179.40 for 1,190.00 shares. Based on historical transaction data and RSP's current price of $184.18, Global Wealth Management, LLC's estimated gain on his RSP holdings is $387,513.92, reflecting a 7.44% gain to date.

Global Wealth Management, LLC RSP ($184.18) Holding Chart

Global Wealth Management, LLC RSP ($184.18) 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