Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. RSP Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 358,586.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $62.12 Mil. This investment constitutes 9.48% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.09% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 26 purchases of RSP, at an average price of $116.36, for a total of 623,644.00 shares. In addition, there have been 10 sales at an average price of $151.28 for 265,058.00 shares. Based on historical transaction data and RSP's current price of $184.18, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his RSP holdings is $33.58 Mil, reflecting a 46.27% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. RSP ($184.18) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 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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