Number of Shares
147,062.00
Current Holdings Value*
$26.73 Mil
% of Portfolio
8.59%
Total Estimate Gain
$1.00 Mil
% of Total Estimate Gain
3.85%

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

As of 2025-06-30, Granite Bay Wealth Management, LLC held 147,062.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $26.73 Mil. This investment constitutes 8.59% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 0.04% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2025Q1. And since then Granite Bay Wealth Management, LLC has made 2 purchases of RSP, at an average price of $177.35, for a total of 147,062.00 shares. Based on historical transaction data and RSP's current price of $184.18, Granite Bay Wealth Management, LLC's estimated gain on his RSP holdings is $1.00 Mil, reflecting a 3.85% gain to date.

Granite Bay Wealth Management, LLC RSP ($184.18) Holding Chart

Granite Bay 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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