Heritage Trust Co RSP Holdings History
Heritage Trust Co's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Heritage Trust Co held 55,996.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $9.70 Mil. This investment constitutes 1.18% of their stock portfolio, and Heritage Trust Co now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2018Q2. And since then Heritage Trust Co has made 12 purchases of RSP, at an average price of $149.98, for a total of 60,136.00 shares. In addition, there have been 7 sales at an average price of $136.05 for 4,140.00 shares. Based on historical transaction data and RSP's current price of $186.83, Heritage Trust Co's estimated gain on his RSP holdings is $2.01 Mil, reflecting a 22.24% gain to date.
Heritage Trust Co RSP ($186.83) Holding Chart
Heritage Trust Co RSP ($186.83) 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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