Global Wealth Management, LLC RSP Holdings History
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 % |
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